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Building 2FRONT PORCH FINANCIAL ADVISORY

Map pinCHARLOTTE, NC
Phone704-803-5585
NotebookSEC #801-129454
Total AUM
$181.3M
Employees
1
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
211 EAST BLVD.
CHARLOTTE
NC 28203
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
704-803-5585

ReceiptFinancials

Total AUM
$181.3M
Accounts
387
Discretionary
$113.9M
Accounts
370
Non-Discretionary
$67.4M
Accounts
17

ContactClients

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Individual Clients
66
AUM
$22.9M
HNW Individual Clients
48
AUM
$90.1M
Pension/Profit Sharing Plan Clients
17
AUM
$67.4M
Corporation or Business Clients
1
AUM
$915.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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