Neale Financial, LLC

Neale Financial, LLC (CRD# 153787) is a financial advisory firm headquartered in Matthews, NC. They manage $40,370,868 in 1 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Po Box 2410, Matthews, NC 28106
http://www.nealefinancial.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $40,370,868
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.

GA, NC, SC

Financial Advisors at Neale Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wirt Neale, financial advisor Mount Pleasant SC
Wirt T. Neale
CRD#: 3158889
Mount Pleasant, SC

Wirt Neale (CRD# 3158889) is an Investment Advisor Representative working at Neale Financial, LLC in Mount Pleasant, SC and has over 25 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