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Building 2TASSEL CAPITAL MANAGEMENT, INC

Map pinMATTHEWS, NC
Phone704-814-6780
NotebookSEC #801-120382
Total AUM
$266M
Employees
5
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1220 MANN DRIVE
SUITE 100
MATTHEWS
NC 28105
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
704-814-6780

ReceiptFinancials

Total AUM
$266M
Accounts
850
Discretionary
$266M
Accounts
850
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
155
AUM
$64.3M
HNW Individual Clients
85
AUM
$174.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Charitable Organization Clients
1
AUM
$15.4M
Corporation or Business Clients
5
AUM
$8.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLILNCSC

HandshakeAffiliates

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

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