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Building 2BLUE FINANCIAL

Map pinCHARLOTTE, NC
Phone7043021141
NotebookSEC #801-132547
Total AUM
$145.1M
Employees
11
Clients
325

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5970 FAIRVIEW ROAD, SUITE 400
CHARLOTTE
NC 28210
United States
Operating Hours
9 AM-5 PM
Monday - Friday
Phone
7043021141

ReceiptFinancials

Total AUM
$145.1M
Accounts
908
Discretionary
$145.1M
Accounts
908
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
296
AUM
$92.8M
HNW Individual Clients
28
AUM
$52.3M
Corporation or Business Clients
1
AUM
$61.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMSNCSCVA

HandshakeAffiliates

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

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