Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > north carolina > henderson > PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
129 W. Belle Street
Henderson, North Carolina 27536
Tel: 252-492-8694
About PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC, formally registered with the SEC as PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC. The firm was established in 10/10/2016. They have over 2 offices throughout the country.
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC is a Henderson, North Carolina based Financial Planning firm with nearly $146,669,769 assets under management, offering retirement planning & investment advisory services to 669 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149889 |
| SEC# | 801-108507 |
| Assets Managed by Firm | $146,669,769 |
| No. of Clients | 669 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 669 | $146,669,769 |
| Individuals (other than high net worth individuals) | 309 | $40,141,169 |
| High net worth individuals | 39 | $90,272,845 |
| Charitable organizations | Fewer than 5 clients | $16,255,755 |
More Retirement Planning firms in Henderson, North Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
| $307,726,562,224 | 343 | 985 | |
| $300,798,686,558 | 8078 | 513 | |
| $137,561,001,775 | 6685 | 31 |
Explore More Retirement Advisors in Henderson, North Carolina