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Building 2INDEXPERTS, LLC

Map pinCHARLOTTE, NC
Phone(704) 554-8150
NotebookSEC #801-121667
Total AUM
$100.9M
Employees
4
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
516 NORTH TRYON STREET
CHARLOTTE
NC 28202
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(704) 554-8150

ReceiptFinancials

Total AUM
$100.9M
Accounts
3
Discretionary
$100.9M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
3
AUM
$100.9M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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