Crown Private Wealth, LLC
Crown Private Wealth, LLC (CRD# 311541) is a financial advisory firm headquartered in Mooresville, NC. They manage $35,575,572 in 122 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management36MILLION
-
Total Number of Accounts122ACCOUNTS
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Average Account Value$291,603
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC, WV
Financial Advisors at Crown Private Wealth, LLC
1
John Foard (CRD# 4190660) is an Investment Advisor Representative working at Crown Private Wealth, LLC in Mooresville, NC and has over 17 years of experience in the finance industry.
2
William Kearney (CRD# 6471153) is an Investment Advisor Representative working at Crown Private Wealth, LLC in Mooresville, NC and has over 9 years of experience in the finance industry.
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