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Building 2MUIRFIELD WEALTH ADVISORS LLC

Map pinCHARLOTTE, NC
Phone(704) 442-0047
NotebookSEC #801-122184
Total AUM
$255.8M
Employees
3
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6101 CARNEGIE BLVD.
SUITE 550
CHARLOTTE
NC 28209
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(704) 442-0047

ReceiptFinancials

Total AUM
$255.8M
Accounts
484
Discretionary
$255.8M
Accounts
484
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
77
AUM
$29.4M
HNW Individual Clients
66
AUM
$226.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCSCTX

HandshakeAffiliates

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

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