Old Forge Wealth Management, LLC
Old Forge Wealth Management, LLC (CRD# 323417) is a financial advisory firm headquartered in Warwick, RI. They manage $53,824,000 in 360 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Old Forge Wealth Management, LLC
By the Numbers
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Total Assets Under Management54MILLION
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Total Number of Accounts360ACCOUNTS
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Average Account Value$149,511
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NE, RI, TX
Financial Advisors at Old Forge Wealth Management, LLC
1
Shaun Scott (CRD# 1907367) is an Investment Advisor Representative working at Old Forge Wealth Management, LLC in Warwick, RI and has over 35 years of experience in the finance industry.
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