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Building 2HOBART WEALTH

Map pinCHARLOTTE, NC
Phone888-553-0122
NotebookSEC #801-107338
Total AUM
$558.2M
Employees
18
Clients
727

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7733 BALLANTYNE COMMONS PARKWAY
SUITE 101
CHARLOTTE
NC 28277
United States
Operating Hours
8:30AM T0 5:00PM
Monday - Friday
Phone
888-553-0122
Other Offices
2

ReceiptFinancials

Total AUM
$558.2M
Accounts
2,074
Discretionary
$554.6M
Accounts
2,068
Non-Discretionary
$3.7M
Accounts
6

ContactClients

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Individual Clients
558
AUM
$315.5M
HNW Individual Clients
167
AUM
$242.6M
Charitable Organization Clients
1
AUM
$126.7K
Corporation or Business Clients
1
AUM
$14.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALAMDNCSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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