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MCKINLEY CARTER WEALTH SERVICES, INC.
Tel: 304-230-2400
2100 Market Street Wheeling, West Virginia 26003
MCKINLEY CARTER WEALTH SERVICES, INC.
MCKINLEY CARTER WEALTH SERVICES, INC. is a Wheeling, West Virginia based financial advisory firm with nearly $2,260,993,682 in assets under management and provides investment advisory services for 5211 clients. There are currently 48 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (INVESTMENT CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
135184
SEC#:
801-64584
No. of Clients:
5211
Assets under Management
$2,260,993,682
No. of Advisors:
48
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