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Building 2THE BREIT GROUP

Map pinWRIGHTSVILLE BEACH, NC
Phone(704) 502-6069
NotebookSEC #801-132479
Total AUM
$131.6M
Employees
3
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
96 W SALISBURY ST
FLOOR #3
WRIGHTSVILLE BEACH
NC 28480
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(704) 502-6069

ReceiptFinancials

Total AUM
$131.6M
Accounts
146
Discretionary
$119.7M
Accounts
138
Non-Discretionary
$11.9M
Accounts
8

ContactClients

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Individual Clients
40
AUM
$10.2M
HNW Individual Clients
18
AUM
$28.7M
Pension/Profit Sharing Plan Clients
24
AUM
$92.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DCNCNYTX

HandshakeAffiliates

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

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