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Building 2FIRST TRYON ADVISORS

Map pinCHARLOTTE, NC
Phone704-926-2453
NotebookSEC #801-131148
Total AUM
$1B
Employees
13
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6101 CARNEGIE BLVD
SUITE 210
CHARLOTTE
NC 28209
United States
Operating Hours
9-5PM ET
Monday - Friday
Phone
704-926-2453
Other Offices
2

ReceiptFinancials

Total AUM
$1B
Accounts
16
Discretionary
$12.1M
Accounts
3
Non-Discretionary
$998.9M
Accounts
13

ContactClients

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Charitable Organization Clients
14
AUM
$127.6M
Government Entity Clients
1
AUM
$883.3M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther Services
Other Services
LOCAL&STATE MUNICPAL ENTITIES & OBLIGATED PERSONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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