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TWIN CITY PRIVATE WEALTH, LLC
TWIN CITY PRIVATE WEALTH, LLC
WINSTON-SALEM, North Carolina
·
4 registered advisors
·
CRD# 315836
SEC# 801-130041
0
336-930-9494
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at TWIN CITY PRIVATE WEALTH, LLC
4 registered advisors
Eric David Mattinson
WINSTON-SALEM, North Carolina
CRD# 5418710
Joseph King Berry
WINSTON-SALEM, North Carolina
CRD# 6399500
Megan Elizabeth Mattinson
KERNERSVILLE, North Carolina
CRD# 7407353
Travis Vernon Lethco
WINSTON-SALEM, North Carolina
CRD# 6023960
05
Office Locations
WINSTON-SALEM, North Carolina
3 advisors
KERNERSVILLE, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. TWIN CITY PRIVATE WEALTH, LLC (CRD# 315836) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.