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Building 2QBI FINANCIAL, LLC

Map pinCHARLOTTE, NC
Phone980 859 5660
NotebookSEC #801-109922
Total AUM
$14.6M
Employees
11
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6302 FAIRVIEW ROAD
SUITE 100
CHARLOTTE
NC 28210
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
980 859 5660

ReceiptFinancials

Total AUM
$14.6M
Accounts
175
Discretionary
$14.2M
Accounts
167
Non-Discretionary
$447.9K
Accounts
8

ContactClients

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Individual Clients
41
AUM
$2.1M
HNW Individual Clients
52
AUM
$11.9M
Corporation or Business Clients
3
AUM
$584.7K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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