Crown Wealth Group
Financial Services
2108 South Boulevard
10 employees
- Employees
- 10
- Contacts
- 2
- Emails
- 2
Crown Wealth Group Overview
- Headquarters
- 2108 South Boulevard
- Website
- crownwealthgroup.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2018
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Crown Wealth Group
Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial advice, planning, and execution needs.
Crown Wealth Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Crown Wealth Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Doug Coppola | Executive Director & Investment | Chapel Hill, North Carolina, United States |
Email
|
| Nick Kolbenschlag, Cpwa® | CEO & Co-founder of Crown Wealth Group |
View
|
|
| Steven Q. Lindgren, Cima®, Crpc® | Chief Investment Officer & Partner | Charlotte, North Carolina, United States |
View
|
| Zac O'brien, Cfp® | Managing Director of Athlete Division | Winston-salem, North Carolina, United States |
Email
|
Employees by Management Level
Director
3 profiles
Executive
2 profiles
Manager
2 profiles
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 2 | 2 | 1 |
| Executive | 2 | 2 | 0 |
| Marketing | 1 | 1 | 0 |
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