COLTON GROOME FINANCIAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$724,883,187
Discretionary
$707,224,187
Non-discretionary
$17,659,000
Firm details
- CRD number
- 128365
- SEC file number
- 801-113274
- Main office
- ASHEVILLE, NC, United States
- Employees
- 16
- SEC status
- Approved
- Website
- http://www.coltongroome.com
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.