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Building 2TAGSTONE CAPITAL, INC.

Map pinCHARLOTTE, NC
Phone704-533-8900
NotebookSEC #801-121704
Total AUM
$368.9M
Employees
1
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6135 PARK SOUTH DRIVE
SUITE 597
CHARLOTTE
NC 28210
United States
Operating Hours
BY APPOINTMENT ONLY
UPON APPOINTMENT ONLY
Phone
704-533-8900

ReceiptFinancials

Total AUM
$368.9M
Accounts
228
Discretionary
$364.5M
Accounts
216
Non-Discretionary
$4.4M
Accounts
12

ContactClients

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Individual Clients
1
AUM
$745.3K
HNW Individual Clients
38
AUM
$310.7M
Pension/Profit Sharing Plan Clients
1
AUM
$57.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges 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 0 other businesses.

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