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Building 21808 CAPITAL PARTNERS

Map pinGREENSBORO, NC
Phone336-814-9800
NotebookSEC #801-131397
Total AUM
$644.6M
Employees
5
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 CORPORATE CENTER CT
SUITE 100
GREENSBORO
NC 27408
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
336-814-9800

ReceiptFinancials

Total AUM
$644.6M
Accounts
1,103
Discretionary
$644M
Accounts
1,102
Non-Discretionary
$573.1K
Accounts
1

ContactClients

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Individual Clients
151
AUM
$59.9M
HNW Individual Clients
113
AUM
$552.5M
Banking Clients
1
AUM
$1.4M
Charitable Organization Clients
3
AUM
$3.2M
Corporation or Business Clients
4
AUM
$27.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCSCTXVA

HandshakeAffiliates

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

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