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Building 2STRATHMORE CAPITAL ADVISORS

Map pinCHARLOTTE, NC
Phone704-364-4241
NotebookSEC #801-106984
Total AUM
$805M
Employees
17
Clients
503

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2825 SOUTH BLVD.
SUITE 350
CHARLOTTE
NC 28209
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
704-364-4241
Other Offices
7

ReceiptFinancials

Total AUM
$805M
Accounts
1,594
Discretionary
$789.8M
Accounts
1,560
Non-Discretionary
$15.2M
Accounts
34

ContactClients

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Individual Clients
256
AUM
$107.4M
HNW Individual Clients
237
AUM
$662.7M
Pension/Profit Sharing Plan Clients
1
AUM
$7.6M
Charitable Organization Clients
1
AUM
$9M
Corporation or Business Clients
8
AUM
$18.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGAMDNCRISCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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