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
By the Numbers
-
Total Assets Under Management40MILLION
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Total Number of Accounts1ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, NC, SC
Financial Advisors at Neale Financial, LLC
1
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.
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