Craig
Huntoon

Allworth Financial, L.P

CRD#7290440
Investment Advisor
in Fort Mill, SC

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About this Advisor

Craig Huntoon is a financial advisor based in Fort Mill, South Carolina, working with Allworth Financial, L.P. Craig has previously held positions at Allworth Financial Dba Raa and American Airlines. Craig is registered to provide services in California. Currently, Craig is part of Allworth Financial, L.P, which operates out of Fort Mill, South Carolina. The firm has 35 offices and 392 employees. The firm manages assets totaling $19.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Allworth Financial, L.P includes asset-based and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Fort Mill, SC

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Allworth Financial, L.P Brokerage Details

Total Assets Under Management

$19,313,695,523

SC Average: $7,578,581,321
Total Number of Employees

392

SC Average: 43
Total Number of Accounts

66,085

SC Average: 3,727
Average Account Size

$292,255

SC Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Craig Huntoon Work History

2020 - Present (4 years)

Allworth Financial Dba Raa

2013 - Present (11 years)

American Airlines

Disclosures

Please visit the SEC profile of Craig Huntoon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allworth Financial, L.P

Scott Peters
Daphne, AL
Dylan Williams
Folsom, CA
James Risalvato
Folsom, CA
Joshua Garcia
Addison, TX
Gurvir Grewal
Sacramento, CA
Andrew Gularte
Addison, TX
Christopher Mattox
Addison, TX
James Smalling
Folsom, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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