Be advised. This firm is no longer registered.

St. Marie Financial Advisors, LLC

St. Marie Financial Advisors, LLC (CRD# 168425) is a financial advisory firm headquartered in Brevard, NC. They manage $10,771,000 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 Elks Club Road, Brevard, NC 28712
https://www.facebook.com/st-marie-financial-advisors-144429922324694/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $89,017
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at St. Marie Financial Advisors, LLC
No Advisor Found.

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