Pembroke Wealth Management, LLC
Pembroke Wealth Management, LLC (CRD# 281341) is a financial advisory firm headquartered in Wilmington, NC. They manage $5,410,193 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts23ACCOUNTS
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Average Account Value$235,226
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Pembroke Wealth Management, LLC
1
Michael Santana (CRD# 5799064) is an Investment Advisor Representative working at Pembroke Wealth Management, LLC in Wilmington, NC and has over 13 years of experience in the finance industry.
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