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Falcon Financial

EST. AUM
$101,359,450

CONTACTS
1

CLIENT ACCOUNTS
632

Firm Details

Metro area Charlotte
CRD Number 160615
Website falconfinancialnc.com
Client types

Overview

Falcon Financial (Falcon Investment Strategies LLC DBA Falcon Financial) is a North Carolina Registered Investment Advisor (RIA) that was founded by Seth Waller in 2012. The firm was previously named Trident Financial Group when it acquired James F. Mundy Inc. in April 2022 and rebranded to Falcon Financial in June 2023. Its advisors provide investment advice, portfolio management, financial planning, retirement, and insurance solutions to clients throughout North Carolina.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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