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GREERWALKER WEALTH LLC
GREERWALKER WEALTH LLC
CHARLOTTE, North Carolina
·
5 registered advisors
·
CRD# 118154
SEC# 801-61246
1
704.377.0239
01
Firm Overview
AUM
$346M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GREERWALKER WEALTH LLC
5 registered advisors
Barry Todd Leasure
CHARLOTTE, North Carolina
CRD# 4545026
Brian Hugh Smith
CHARLOTTE, North Carolina
CRD# 2123683
Donna Lee Rasile
CHARLOTTE, North Carolina
CRD# 1084199
James Eric Hutchby
CHARLOTTE, North Carolina
CRD# 2573815
Peter Madison Walton
CHARLOTTE, North Carolina
CRD# 5734995
05
Office Locations
CHARLOTTE, North Carolina
5 advisors
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Data sourced from SEC Form ADV filings. GREERWALKER WEALTH LLC (CRD# 118154) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.