COLTON GROOME FINANCIAL ADVISORS, LLC

1127-B Hendersonville Road
Asheville, North Carolina 28803
Tel: 828-252-1816

About COLTON GROOME FINANCIAL ADVISORS, LLC

COLTON GROOME FINANCIAL ADVISORS, LLC, formally registered with the SEC as COLTON GROOME FINANCIAL ADVISORS, LLC. The firm was established in 05/23/2018. They have over 2 offices throughout the country.

COLTON GROOME FINANCIAL ADVISORS, LLC is a Asheville, North Carolina based Financial Planning firm with nearly $350,847,808 assets under management, offering retirement planning & investment advisory services to 843 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128365
SEC#	801-113274
Assets Managed by Firm	$350,847,808
No. of Clients	843
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (FEE BASED ON VARIOUS FACTORS - SEE PART 2 OF FORM ADV.)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (QUALIFIED RETIREMENT PLAN AND/OR NON-QUALIFIED DEFERRED COMPENSATION PLAN CONSULTING AND INSURANCE CONSULTING.)

Firm Client Information

	No. of Clients	AUM
Firm Total	843	$350,847,808
Individuals (other than high net worth individuals)	140	$40,382,272
High net worth individuals	138	$281,087,211
Charitable organizations	5	$27,191,929
Corporations or other businesses	4	$2,186,396

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