Alluvial Wealth Management
Alluvial Wealth Management (CRD# 305503) is a financial advisory firm headquartered in Matthews, NC. They manage $1,470,387 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts24ACCOUNTS
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Average Account Value$61,266
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Alluvial Wealth Management
1
Craig Harvey Field (CRD# 6181342) is an Investment Advisor Representative working at Alluvial Wealth Management in Matthews, NC and has over 11 years of experience in the finance industry.
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