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Sandi Ozment Thorman

GREERWALKER WEALTH MANAGEMENT LLC·CHARLOTTE, North Carolina
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227 WEST TRADE STREET, CHARLOTTE, NC 28202CRD# 5907050Firm CRD# 118154
01

About

Sandi Ozment Thorman is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with GREERWALKER WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GREERWALKER WEALTH LLC
GREERWALKER WEALTH LLC
AUM
$346M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GREERWALKER WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5907050
Firm CRD# 118154
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sandi Ozment Thorman offer?
Sandi Ozment Thorman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Sandi Ozment Thorman's credentials?
Sandi Ozment Thorman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandi Ozment Thorman located?
Sandi Ozment Thorman is based in CHARLOTTE, North Carolina, working with GREERWALKER WEALTH MANAGEMENT LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Sandi Ozment Thorman charge for services?
Sandi Ozment Thorman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREERWALKER WEALTH MANAGEMENT LLC?
GREERWALKER WEALTH MANAGEMENT LLC has approximately 5 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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