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Building 2SLEDGE AND COMPANY WEALTH ADVISORS

Map pinHIGH POINT, NC
Phone336-889-3013
NotebookSEC #801-132809
Total AUM
$183.4M
Employees
4
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 W. STATE AVENUE
HIGH POINT
NC 27262
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
336-889-3013

ReceiptFinancials

Total AUM
$183.4M
Accounts
429
Discretionary
$183.4M
Accounts
429
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
141
AUM
$30.4M
HNW Individual Clients
53
AUM
$151.5M
Charitable Organization Clients
6
AUM
$375.4K
Corporation or Business Clients
1
AUM
$1.2M

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
NCTX

HandshakeAffiliates

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

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