DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > north carolina > matthews
FAMILY WEALTH PARTNERS, LLC
Tel: (704) 321-0152
2518 Plantation Center Drive Matthews, North Carolina 28105
FAMILY WEALTH PARTNERS, LLC
FAMILY WEALTH PARTNERS, LLC is a Matthews, North Carolina based financial advisory firm with nearly $210,351,313 in assets under management and provides investment advisory services for 733 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (ADVISORY CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
317764
SEC#:
801-123089
No. of Clients:
733
Assets under Management
$210,351,313
No. of Advisors:
10
More Financial Advisory Firms in Matthews, North Carolina
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPTRUST | 175112 | 1554 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 1015 |
| BARINGS LLC | 106006 | 985 |
| ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | 513 |
| BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | 31 |
| STERLING CAPITAL MANAGEMENT LLC | 135405 | 181 |
More Firms in Matthews, North Carolina >>