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DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
ASHEVILLE, North Carolina
·
8 registered advisors
·
CRD# 109279
SEC# 801-58035
16
828-236-5801
01
Firm Overview
AUM
$2.2B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
8 registered advisors
Catherine Barbara Smith Anderson
ASHEVILLE, North Carolina
CRD# 3273886
Frank Woodfin Hoyle
ASHEVILLE, North Carolina
CRD# 1366978
Frederick Franklin Kramer
ASHEVILLE, North Carolina
CRD# 1088636
Kevin Michael Broadwater
ASHEVILLE, North Carolina
CRD# 6960790
Paul Jeffrey Harteg
ASHEVILLE, North Carolina
CRD# 1303928
Sarah Karp Charles
ASHEVILLE, North Carolina
CRD# 5461219
Suzanne R. Holbert
ASHEVILLE, North Carolina
CRD# 4527486
William Fraser Laird
ASHEVILLE, North Carolina
CRD# 5334135
05
Office Locations
ASHEVILLE, North Carolina
8 advisors
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Data sourced from SEC Form ADV filings. DIXON HUGHES GOODMAN WEALTH ADVISORS LLC (CRD# 109279) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.