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Building 2FAMILY WEALTH PARTNERS, LLC

Map pinMATTHEWS, NC
Phone(704) 321-0152
NotebookSEC #801-123089
Total AUM
$392.4M
Employees
11
Clients
269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2518 PLANTATION CENTER DRIVE
MATTHEWS
NC 28105
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(704) 321-0152

ReceiptFinancials

Total AUM
$392.4M
Accounts
1,020
Discretionary
$392.4M
Accounts
1,020
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
206
AUM
$65.1M
HNW Individual Clients
60
AUM
$299M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Charitable Organization Clients
1
AUM
$24.5M
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCNJNYPASCTX

HandshakeAffiliates

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

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