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Building 2STEPSTONE PRIVATE WEALTH

Map pinCHARLOTTE, NC
Phone704-215-4300
NotebookSEC #801-117639
Total AUM
$8.2B
Employees
97
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
128 SOUTH TRYON STREET
SUITE 880
CHARLOTTE
NC 28202
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
704-215-4300
Other Offices
2

ReceiptFinancials

Total AUM
$8.2B
Accounts
10
Discretionary
$8.2B
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
4
AUM
$7B
Pooled Vehicle Clients
6
AUM
$1.2B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNC

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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