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COLTON GROOME FINANCIAL ADVISORS, LLC
ASHEVILLE, NC
828-252-1816
SEC #801-113274Total AUM
$724.9M
Employees
18Clients
362Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1127-B HENDERSONVILLE ROAD
ASHEVILLE
NC 28803
United States
ASHEVILLE
NC 28803
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
828-252-1816
Other Offices
2
Financials
Total AUM
$724.9M
Accounts
1,096Discretionary
$707.2M
Accounts
1,041Non-Discretionary
$17.7M
Accounts
55
Clients
Individual Clients
166AUM
$45.7M
HNW Individual Clients
180AUM
$610.2M
Pension/Profit Sharing Plan Clients
3AUM
$28M
Charitable Organization Clients
6AUM
$35.3M
Corporation or Business Clients
7AUM
$5.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
QUALIFIED RETIREMENT PLAN AND/OR NON-QUALIFIED DEFERRED COMPENSATION PLAN CONSULTING AND INSURANCE CONSULTING.
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE BASED ON VARIOUS FACTORS - SEE PART 2 OF FORM ADV.
Compliance
Disclosures
None reported
State Registrations
FLGANCNHSCTNTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.