Sugarwood Financial

Sugarwood Financial (CRD# 226597) is a financial advisory firm headquartered in Charlotte, NC. They manage $453,409 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $226,705
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Sugarwood Financial
Showing 1 - 1 of 1 top financial advisors.
1
Martin Raab
CRD#: 6526540
6201 Fairview Rd., Suite 200, Charlotte, NC 28210

Martin (in the financial industry since 1996) brings extensive experience in portfolio management and holistic client advisory. He is a internationally recognized expert (quoted in various business magazines incl. POLITICO), publisher, chief editor and speaker in ETFs and Structured Products related topics too.

 

His career spans two continents and includes work for firms in the U.S., Switzerland and his native Germany. Martin is covering the German Mittelstand in North America and U.S. Upper Middle Class individuals & HNWI families – his focus is to empower and enrich his clients financial horizon by choosing the "right", smart investments not the most obvious or ordinary. Also, he is always open to advise on complex situations and cross-border topics.

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