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LAUREL WEALTH ADVISORS, LLC
1355 Greenwood Cliff
Ste. 301
Charlotte, North Carolina 28204
Tel: 704-927-4379
About LAUREL WEALTH ADVISORS, LLC
LAUREL WEALTH ADVISORS, LLC, formally registered with the SEC as LAUREL WEALTH ADVISORS, LLC. The firm was established in 05/21/2008. They have over 1 offices throughout the country.
LAUREL WEALTH ADVISORS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $972,660,502 assets under management, offering retirement planning & investment advisory services to 1394 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118469 |
| SEC# | 801-69151 |
| Assets Managed by Firm | $972,660,502 |
| No. of Clients | 1394 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1394 | $972,660,502 |
| Individuals (other than high net worth individuals) | 361 | $136,446,107 |
| High net worth individuals | 187 | $766,771,459 |
| Charitable organizations | 11 | $18,581,621 |
| Corporations or other businesses | 13 | $50,861,315 |
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