Block Wealth Management, Inc.

Block Wealth Management, Inc. (CRD# 146042) is a financial advisory firm headquartered in , . They manage $89,479,642 in 175 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $511,312
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
The map below shows states where this firm has explicit registration only.

CA, NC, TX

Financial Advisors at Block Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kirk A. Block
CRD#: 2429827
Marvin, NC

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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