Front Porch Financial Advisory

Front Porch Financial Advisory (CRD# 311329) is a financial advisory firm headquartered in Charlotte, NC. They manage $123,444,512 in 313 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
211 East Blvd., Charlotte, NC 28203
https://frontporchfa.com
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $394,391
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at Front Porch Financial Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Geoffrey Owen, financial advisor Charlotte NC
Geoffrey H. Owen
CRD#: 2573385
211 East Blvd., Charlotte, NC 28203

Geoffrey Owen (CRD# 2573385) is an Investment Advisor Representative working at Front Porch Financial Advisory in Charlotte, NC and has over 29 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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