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Building 2BROYHILL ASSET MANAGEMENT, LLC

Map pinCHARLOTTE, NC
Phone828-610-5360
NotebookSEC #801-121859
Total AUM
$204.5M
Employees
6
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 SOUTH CEDAR ST., SUITE 200
CHARLOTTE
NC 28202
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Phone
828-610-5360

ReceiptFinancials

Total AUM
$204.5M
Accounts
91
Discretionary
$204.3M
Accounts
90
Non-Discretionary
$156.5K
Accounts
1

ContactClients

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Individual Clients
9
AUM
$3.6M
HNW Individual Clients
78
AUM
$96.1M
Investment Company Clients
1
AUM
$38.9M
Pooled Vehicle Clients
2
AUM
$27.1M
Charitable Organization Clients
1
AUM
$38.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PROVIDING INVESTMENT MODELS TO CERTAIN TAMP PLATFORMS
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
TAMP MODEL AND DATA FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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

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