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CRI WEALTH ADVISORS, L.L.C.
CRI WEALTH ADVISORS, L.L.C.
BOWLING GREEN, Kentucky
·
8 registered advisors
·
CRD# 165368
SEC# 801-77137
(270) 782-0700
01
Firm Overview
AUM
$146M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
04
Advisors at CRI WEALTH ADVISORS, L.L.C.
8 registered advisors
Daniel Timothy Herndon
ENTERPRISE, Alabama
CRD# 2907815
D. Timothy Holloway
ENTERPRISE, Alabama
CRD# 6115433
Hilton Cyrial Galloway
ENTERPRISE, Alabama
CRD# 4028957
Phyllis S. Ingram
ENTERPRISE, Alabama
CRD# 6115434
Richard Allan Weidner
ENTERPRISE, Alabama
CRD# 3218978
Stephen Crawford Riggs
ENTERPRISE, Alabama
CRD# 4028052
Steven Allen Wheeler
BOWLING GREEN, Kentucky
CRD# 3258344
William Henry Carr
ENTERPRISE, Alabama
CRD# 4008717
05
Office Locations
ENTERPRISE, Alabama
7 advisors
BOWLING GREEN, Kentucky
1 advisor
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Data sourced from SEC Form ADV filings. CRI WEALTH ADVISORS, L.L.C. (CRD# 165368) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.