1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WORTH ADVISORS

Map pinCHARLOTTE, NC
Phone704-731-0121
NotebookSEC #801-120877
Total AUM
$280.7M
Employees
15
Clients
451

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2020 S. TRYON STREET
SUITE 2B
CHARLOTTE
NC 28203
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
704-731-0121
Other Offices
1

ReceiptFinancials

Total AUM
$280.7M
Accounts
1,266
Discretionary
$280.7M
Accounts
1,266
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
394
AUM
$117.1M
HNW Individual Clients
57
AUM
$163.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLGAILINLAMIMSNCNENYOHOKPASCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account