Willingdon Wealth Management LLC
Willingdon Wealth Management LLC (CRD# 129613) is a financial advisory firm headquartered in Huntersville, NC. They manage $865,061,804 in 2,484 accounts and serve the financial needs of clients across 25 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management865MILLION
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Total Number of Accounts2,484ACCOUNTS
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Average Account Value$348,254
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CT, FL, GA, IN, KY, LA, MA, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
Financial Advisors at Willingdon Wealth Management LLC
No Advisor Found.
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