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Building 2PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

Map pinSTATESVILLE, NC
Phone704-872-0022
NotebookSEC #801-123592
Total AUM
$136.2M
Employees
3
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
211 SOUTH CENTER STREET
SUITE 417
STATESVILLE
NC 28677
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
704-872-0022

ReceiptFinancials

Total AUM
$136.2M
Accounts
171
Discretionary
$136.2M
Accounts
171
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$13.9M
HNW Individual Clients
19
AUM
$122.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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