DIRECTORY OF REGISTERED ADVISORS
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THE WEALTH GROUP, LTD
Tel: 919-865-1924
100 E. Six Forks Road Suite 200
Raleigh, North Carolina 27609
THE WEALTH GROUP, LTD
THE WEALTH GROUP, LTD is a Raleigh, North Carolina based financial advisory firm with nearly $247,866,680 in assets under management and provides investment advisory services for 519 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
154106
SEC#:
801-128145
No. of Clients:
519
Assets under Management
$247,866,680
No. of Advisors:
11
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