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COLTON GROOME FINANCIAL ADVISORS, LLC
Tel: 828-252-1816
1127-B Hendersonville Road Asheville, North Carolina 28803
COLTON GROOME FINANCIAL ADVISORS, LLC
COLTON GROOME FINANCIAL ADVISORS, LLC is a Asheville, North Carolina based financial advisory firm with nearly $350,847,808 in assets under management and provides investment advisory services for 843 clients. There are currently 15 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (QUALIFIED RETIREMENT PLAN AND/OR NON-QUALIFIED DEFERRED COMPENSATION PLAN CONSULTING AND INSURANCE CONSULTING.)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (FEE BASED ON VARIOUS FACTORS - SEE PART 2 OF FORM ADV
Firm CRD#:
128365
SEC#:
801-113274
No. of Clients:
843
Assets under Management
$350,847,808
No. of Advisors:
15
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