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Building 2MILLBANK DARTMOOR PORTSMOUTH LLC

Map pinASHEVILLE, NC
Phone828-499-7222
NotebookSEC #801-119757
Total AUM
$263.2M
Employees
3
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 SOUTH PACK SQUARE
SUITE 401
ASHEVILLE
NC 28801
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
828-499-7222

ReceiptFinancials

Total AUM
$263.2M
Accounts
4
Discretionary
$263.2M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
1
AUM
$98.8M
Corporation or Business Clients
1
AUM
$164.4M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther Services
Other Services
PENSIONS, FOUNDATIONS, ENDOWMENTS AND QUALIFIED PURCHASERS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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

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