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COUNTERWEIGHT PRIVATE WEALTH

Tel: 919-726-6124
404 N. 3rd Street
Suite 107
Wilmington, North Carolina  28401

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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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