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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