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Building 2FREEMAN CAPITAL ADVISORS

Map pinCHARLOTTE, NC
Phone336.914.0888
NotebookSEC #801-114832
Total AUM
$4.9M
Employees
5
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2015 ARYSLEY TOWN BLVD.
SUITE 202
CHARLOTTE
NC 28273
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
336.914.0888

ReceiptFinancials

Total AUM
$4.9M
Accounts
124
Discretionary
$4.9M
Accounts
124
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$4.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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