• CHARLOTTE, NC • Investment Advisor How do I update this listing?
Laurel Wealth Advisors is based out of Charlotte. Laurel Wealth Advisors is a large advisory firm with 370 clients and discretionary assets under management (AUM) of $433,491,369 (Form ADV from 2018-11-27). Their last reported 13F filing for Q4 2018 included $233,840,000 in managed 13F securities and a top 10 holdings concentration of 29.12%. Laurel Wealth Advisors's largest holding is Vanguard Dividend Appreciation ETF with shares held of 124,957. Whalewisdom has at least 1 13F filings