Overview
Assets Under Management: $154 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 55
Average Client Assets: $1.9 million
Frequently Asked Questions
WRENN FINANCIAL STRATEGIES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109214), WRENN FINANCIAL STRATEGIES, INC. is subject to fiduciary duty under federal law.
WRENN FINANCIAL STRATEGIES, INC. is headquartered in RALEIGH, NC.
WRENN FINANCIAL STRATEGIES, INC. serves 55 high-net-worth clients according to their SEC filing dated March 15, 2018. View client details ↓
According to their SEC Form ADV, WRENN FINANCIAL STRATEGIES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
WRENN FINANCIAL STRATEGIES, INC. manages $154 million in client assets according to their SEC filing dated March 15, 2018.
According to their SEC Form ADV, WRENN FINANCIAL STRATEGIES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.21%
Average Client Assets: $1.9 million
Total Client Accounts: 528
Discretionary Accounts: 471
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 109214
Filing ID: 1181796
Last Filing Date: 2018-03-15 14:46:00