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
132 Joe Knox Avenue, Suite 104, Mooresville, NC 28117
http://www.crownprivatewealth.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NC, SC, WV

Financial Advisors at Crown Private Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Foard, financial advisor Mooresville NC
John H. Foard
CRD#: 4190660
132 Joe Knox Avenue, Suite 104, Mooresville, NC 28117

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, financial advisor Mooresville NC
William N. Kearney
CRD#: 6471153
132 Joe Knox Avenue, Suite 104, Mooresville, NC 28117

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.

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.

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