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Building 2MBL ADVISORS

Map pinCHARLOTTE, NC
Phone704-333-8461
NotebookSEC #801-117591
Total AUM
$1.4B
Employees
14
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 S. MCDOWELL STREET
SUITE 1100
CHARLOTTE
NC 28204
United States
Operating Hours
9-5
Monday - Friday
Phone
704-333-8461

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,156
Discretionary
$1.4B
Accounts
1,156
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$6.6M
HNW Individual Clients
242
AUM
$1.4B
Pension/Profit Sharing Plan Clients
1
AUM
$128.9K
Charitable Organization Clients
1
AUM
$703.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTX

HandshakeAffiliates

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

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