Overview
Assets Under Management: $351 million
Headquarters: ASHEVILLE, NC
High-Net-Worth Clients: 165
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.14
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 843
Discretionary Accounts: 797
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 128365
Last Filing Date: 2024-09-26 00:00:00
Website: https://coltongroome.com