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C2C WEALTH MANAGEMENT, LLC
C2C WEALTH MANAGEMENT, LLC
SCOTTSDALE, Arizona
·
4 registered advisors
·
CRD# 284148
SEC# 801-110173
1
(480) 287-2130
01
Firm Overview
AUM
$191M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at C2C WEALTH MANAGEMENT, LLC
4 registered advisors
Jennifer Lee Groman
SCOTTSDALE, Arizona
CRD# 7878455
Kevin James Groman
SCOTTSDALE, Arizona
CRD# 7872324
Louis Anthony Della Valle
MANSFIELD, Massachusetts
CRD# 2782757
Maureen (nmn) Mackowski
MANSFIELD, Massachusetts
CRD# 867207
05
Office Locations
MANSFIELD, Massachusetts
2 advisors
SCOTTSDALE, Arizona
2 advisors
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Data sourced from SEC Form ADV filings. C2C WEALTH MANAGEMENT, LLC (CRD# 284148) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.