Cone Advisory Group, Inc.

Cone Advisory Group, Inc. (CRD# 316457) is a financial advisory firm headquartered in Ayden, NC. They manage $6,322,000 in 141 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
556 Third Street, Ayden, NC 28513
https://www.coneadvisorygroupinc.com/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $44,837
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Cone Advisory Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Curtis Cone, financial advisor Ayden NC
Curtis D. Cone
CRD#: 1684250
556 Third Street, Ayden, NC 28513

Curtis Cone (CRD# 1684250) is an Investment Advisor Representative working at Cone Advisory Group, Inc. in Ayden, NC and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals