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Building 2AUCTUS ADVISORS LLC

Map pinCHARLOTTE, NC
Phone704 533-9880
NotebookSEC #801-111919
Total AUM
$612.9M
Employees
3
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
325 ARLINGTON AVENUE
SUITE 625
CHARLOTTE
NC 28203
United States
Operating Hours
8:00 AM-6:00 PM
Monday - Friday
Phone
704 533-9880
Other Offices
1

ReceiptFinancials

Total AUM
$612.9M
Accounts
731
Discretionary
$612.9M
Accounts
731
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
75
AUM
$32.7M
HNW Individual Clients
129
AUM
$580.2M
Pension/Profit Sharing Plan Clients
14
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKSMNNCNESCTX

HandshakeAffiliates

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

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