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Building 2BRC WEALTH MANAGEMENT, LLC

Map pinCONCORD, NC
Phone336-544-5827
NotebookSEC #801-117838
Total AUM
$157M
Employees
3
Clients
343

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 MCGILL AVE
NW STE, 200
CONCORD
NC 28027
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
336-544-5827

ReceiptFinancials

Total AUM
$157M
Accounts
343
Discretionary
$157M
Accounts
343
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$14.7M
HNW Individual Clients
293
AUM
$142.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MONC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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