Family Wealth Partners Concord, Inc.
Family Wealth Partners Concord, Inc. (CRD# 148015) is a financial advisory firm headquartered in Concord, NC. They manage $24,565,389 in 311 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Family Wealth Partners Concord, Inc.
By the Numbers
-
Total Assets Under Management25MILLION
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Total Number of Accounts311ACCOUNTS
-
Average Account Value$78,988
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Family Wealth Partners Concord, Inc.
1
Leo Theriault (CRD# 6298636) is an Investment Advisor Representative working at Family Wealth Partners Concord, Inc. in Concord, NC and has over 10 years of experience in the finance industry.
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