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Building 2PROVIDENCE CAPITAL ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone(704) 215-4420
NotebookSEC #801-107683
Total AUM
$1.1B
Employees
14
Clients
430

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 CAMERON VALLEY PARKWAY
SUITE 270
CHARLOTTE
NC 28211
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(704) 215-4420

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,745
Discretionary
$1.1B
Accounts
2,731
Non-Discretionary
$13.7M
Accounts
14

ContactClients

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Individual Clients
170
AUM
$58.5M
HNW Individual Clients
254
AUM
$998.5M
Pension/Profit Sharing Plan Clients
1
AUM
$6.8M
Charitable Organization Clients
5
AUM
$8.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMDNCNHNYSCTXVA

HandshakeAffiliates

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

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