WRENN FINANCIAL STRATEGIES, INC.

RALEIGH, North Carolina·2 registered advisors·CRD# 109214
SEC# 801-571830919-848-9999
01

Firm Overview

AUM
$225M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WRENN FINANCIAL STRATEGIES, INC.

2 registered advisors
Janice Regi Wrenn
RALEIGH, North Carolina
Maxie Edward Wrenn
RALEIGH, North Carolina
05

Office Locations

RALEIGH, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. WRENN FINANCIAL STRATEGIES, INC. (CRD# 109214) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.