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Jeffrey Allen Wrona

WRONA INVESTMENT MANAGEMENT, LLC·PINEHURST, North Carolina
Unclaimed Profile
400 LINDEN ROAD, PINEHURST, NC 28374CRD# 1785020Firm CRD# 306791
01

About

Jeffrey Allen Wrona is a registered financial advisor based in PINEHURST, North Carolina, affiliated with WRONA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
WRONA INVESTMENT MANAGEMENT, LLC
WRONA INVESTMENT MANAGEMENT, LLC
AUM
$15M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WRONA INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1785020
Firm CRD# 306791
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Allen Wrona offer?
Jeffrey Allen Wrona specializes in Investment Management, Fee-Only Advisory. Contact their office in PINEHURST, North Carolina for a consultation.
What are Jeffrey Allen Wrona's credentials?
Jeffrey Allen Wrona is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Allen Wrona located?
Jeffrey Allen Wrona is based in PINEHURST, North Carolina, working with WRONA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the PINEHURST metropolitan area and surrounding communities.
How does Jeffrey Allen Wrona charge for services?
Jeffrey Allen Wrona'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 WRONA INVESTMENT MANAGEMENT, LLC?
WRONA INVESTMENT MANAGEMENT, LLC has approximately 2 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PINEHURST
Robert Jay Wagler — RELIANT INVESTMENT PARTNERS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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