Be advised. This firm is no longer registered.

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
13801 Reese Boulevard, Suite 155, Huntersville, NC 28078
http://www.linkedin.com/company/willingdon-wealth-management/
By the Numbers
  • Total Assets Under Management
    865
    MILLION
  • Total Number of Accounts
    2,484
    ACCOUNTS
  • 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
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.

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.

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