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COUNTERWEIGHT PRIVATE WEALTH
Tel: 919-726-6124
404 N. 3rd Street Suite 107
Wilmington, North Carolina 28401
COUNTERWEIGHT PRIVATE WEALTH
COUNTERWEIGHT PRIVATE WEALTH is a Wilmington, North Carolina based financial advisory firm with nearly $137,008,121 in assets under management and provides investment advisory services for 291 clients. There are currently 3 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#:
327880
SEC#:
801-128694
No. of Clients:
291
Assets under Management
$137,008,121
No. of Advisors:
3
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