1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FINANCIAL TRANSPARENCY

Map pin
Phone(336) 715-3300
NotebookSEC #801-113605
Total AUM
$322.3M
Employees
17
Clients
235

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(336) 715-3300
Other Offices
13

ReceiptFinancials

Total AUM
$322.3M
Accounts
501
Discretionary
$317.6M
Accounts
500
Non-Discretionary
$4.6M
Accounts
1

ContactClients

View more in analytics →

Individual Clients
174
AUM
$63.6M
HNW Individual Clients
53
AUM
$232.6M
Pension/Profit Sharing Plan Clients
5
AUM
$25.7M
Charitable Organization Clients
1
AUM
$100.2K
Corporation or Business Clients
2
AUM
$221.8K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMAMINCNHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account