CROWN WEALTH GROUP LLC

CHARLOTTE, North Carolina·3 registered advisors·CRD# 299732
SEC# 801-1205894(704)360-3995
01

Firm Overview

AUM
$302M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: SELECTION OF OTHER ADVISERS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CROWN WEALTH GROUP LLC

3 registered advisors
Nicholas Martin Kolbenschlag
CHARLOTTE, North Carolina
Steven Quinton Lindgren
CHARLOTTE, North Carolina
Tyler Joseph Kolbenschlag
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
3 advisors

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Data sourced from SEC Form ADV filings. CROWN WEALTH GROUP LLC (CRD# 299732) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.