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Building 2MAYBRY MCSHANE FAMILY OFFICES, LLC

Map pinCHARLOTTE, NC
Phone980-585-3360
NotebookSEC #801-107012
Total AUM
$908.8M
Employees
4
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
521 E. MOREHEAD STREET
SUITE 580
CHARLOTTE
NC 28202
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
980-585-3360

ReceiptFinancials

Total AUM
$908.8M
Accounts
7
Discretionary
$378.3M
Accounts
4
Non-Discretionary
$530.5M
Accounts
3

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
4
AUM
$758.1M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$150.7M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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