Tushingham Wealth Strategies, LLC

Tushingham Wealth Strategies, LLC (CRD# 171219) is a financial advisory firm headquartered in , . They manage $40,667,092 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $366,370
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Tushingham Wealth Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brett J. Tushingham
CRD#: 3018586
Wilmington, NC

Brett Tushingham (CRD# 3018586) is an Investment Advisor Representative working at Tushingham Wealth Strategies, LLC in Wilmington, NC and has over 18 years of experience in the finance industry.

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