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Building 2SHINING ROCK ADVISORS LLC

Map pinASHEVILLE, NC
Phone828-380-0071
NotebookSEC #801-124819
Total AUM
$153.8M
Employees
2
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
34 WALL STREET
ASHEVILLE
NC 28801
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
828-380-0071

ReceiptFinancials

Total AUM
$153.8M
Accounts
93
Discretionary
$117.8M
Accounts
68
Non-Discretionary
$36M
Accounts
25

ContactClients

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Individual Clients
2
AUM
$1.3M
HNW Individual Clients
23
AUM
$148.5M
Charitable Organization Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCTX

HandshakeAffiliates

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

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