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Building 2REICHARD CAPITAL, LLC

Map pinCHARLOTTE, NC
Phone704-312-2318
NotebookSEC #801-117478
Total AUM
$341M
Employees
4
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 SOUTH COLLEGE STREET
SUITE 1530
CHARLOTTE
NC 28202
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
704-312-2318

ReceiptFinancials

Total AUM
$341M
Accounts
219
Discretionary
$338.1M
Accounts
217
Non-Discretionary
$3M
Accounts
2

ContactClients

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Individual Clients
35
AUM
$6.3M
HNW Individual Clients
74
AUM
$284.1M
Charitable Organization Clients
2
AUM
$39.2M
Other Clients
2
AUM
$11.6M
Description of Other Clients
ESTATE ACCOUNT

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNESC

HandshakeAffiliates

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

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