Reach Strategic Wealth LLC
Reach Strategic Wealth LLC (CRD# 304155) is a financial advisory firm headquartered in Winston Salem, NC. They manage $7,983,929 in 68 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts68ACCOUNTS
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Average Account Value$117,411
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, NC, TX
Financial Advisors at Reach Strategic Wealth LLC
1
Zachary Ashburn (CRD# 6431731) is an Investment Advisor Representative working at Reach Strategic Wealth LLC in Winston Salem, NC and has over 9 years of experience in the finance industry.
2
Michael Kelly (CRD# 7214893) is an Investment Advisor Representative working at Reach Strategic Wealth LLC in Madison, CT and has 1 year of experience in the finance industry.
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