Brc Wealth Management, LLC
Brc Wealth Management, LLC (CRD# 306360) is a financial advisory firm headquartered in Concord, NC. They manage $156,995,976 in 343 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Brc Wealth Management, LLC
By the Numbers
-
Total Assets Under Management157MILLION
-
Total Number of Accounts343ACCOUNTS
-
Average Account Value$457,714
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO, NC
Financial Advisors at Brc Wealth Management, LLC
No Advisor Found.
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