$10MM AUM | $60,000 GDC in Chapel Hill, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Chapel Hill, NC, US
Profile Type
Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$60,000.00
# of Accounts
15
Avg Client Age
60
Overview

Newcomb Financial Advisors, LLC provides personal financial planning and independent, sensible investment management services. Newcomb Financial Advisors, LLC is a Registered Investment Advisor regulated by North Carolina. William H. Newcomb, Principal, is approved by the Certified Financial Planner Board of Standards as a CFP® professional.

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