Block Wealth Management, Inc.
Block Wealth Management, Inc. (CRD# 146042) is a financial advisory firm headquartered in , . They manage $127,454,510 in 201 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Block Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management127MILLION
-
Total Number of Accounts201ACCOUNTS
-
Average Account Value$634,102
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NC, TX
Financial Advisors at Block Wealth Management, Inc.
1
Kirk Block (CRD# 2429827) is an Investment Advisor Representative working at Block Wealth Management, Inc. in Marvin, NC and has over 30 years of experience in the finance industry.
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