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 1 offices throughout the country.

COLTON GROOME FINANCIAL ADVISORS, LLC is a Asheville, North Carolina based Financial Planning firm with nearly $282,264,183 assets under management, offering retirement planning & investment advisory services to 769 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128365
SEC#	801-113274
Assets Managed by Firm	$282,264,183
No. of Clients	769
No. of Advisors	14

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
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	769	$282,264,183
Individuals (other than high net worth individuals)	125	$28,884,420
High net worth individuals	122	$238,115,036
Charitable organizations	5	$13,334,367
Corporations or other businesses	3	$1,930,360

Inquire with COLTON GROOME FINANCIAL ADVISORS, LLC

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