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PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
Tel: 704-872-0022
211 South Center Street Suite 417
Statesville, North Carolina 28677
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC is a Statesville, North Carolina based financial advisory firm with nearly $118,982,199 in assets under management and provides investment advisory services for 62 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
150266
SEC#:
801-123592
No. of Clients:
62
Assets under Management
$118,982,199
No. of Advisors:
4
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