Unclaimed Profile

Kevin James Groman

C2C WEALTH MANAGEMENT, LLC·SCOTTSDALE, Arizona

Clean recordC2C WEALTH MANAGEMENT, LLC

32531 N SCOTTSDALE RD, SCOTTSDALE, AZ 85266CRD# 7872324Firm CRD# 284148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin James Groman · SCOTTSDALE, AZ

Registration

CRD #7872324 · C2C WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin James Groman is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with C2C WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

C2C WEALTH MANAGEMENT, LLC

AUM

$191M

Regulatory assets under management

Employees

Total firm employees

View all advisors at C2C WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7872324

Firm CRD# 284148

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin James Groman offer?

Kevin James Groman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Kevin James Groman's credentials?

Kevin James Groman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin James Groman located?

Kevin James Groman is based in SCOTTSDALE, Arizona, working with C2C WEALTH MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Kevin James Groman charge for services?

Kevin James Groman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is C2C WEALTH MANAGEMENT, LLC?

C2C WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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