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Kevin James Groman

C2C WEALTH MANAGEMENT, LLC·SCOTTSDALE, Arizona
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32531 N SCOTTSDALE RD, SCOTTSDALE, AZ 85266CRD# 7872324Firm CRD# 284148
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
C2C WEALTH MANAGEMENT, LLC
C2C WEALTH MANAGEMENT, LLC
AUM
$191M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at C2C WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7872324
Firm CRD# 284148
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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