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Building 2ADOLOS ASSET MANAGEMENT

Map pin
Phone336-817-1604
NotebookSEC #801-121805
Total AUM
$241.8M
Employees
6
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
336-817-1604
Other Offices
1

ReceiptFinancials

Total AUM
$241.8M
Accounts
180
Discretionary
$226.1M
Accounts
168
Non-Discretionary
$15.7M
Accounts
12

ContactClients

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Individual Clients
8
AUM
$4.3M
HNW Individual Clients
27
AUM
$181.5M
Charitable Organization Clients
1
AUM
$28.1M
Corporation or Business Clients
17
AUM
$27.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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

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