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Building 2HANOVER SQUARE WEALTH ADVISORS LLC

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Phone336-444-2680
NotebookSEC #801-133697
Total AUM
$101.6M
Employees
2
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
336-444-2680
Other Offices
1

ReceiptFinancials

Total AUM
$101.6M
Accounts
269
Discretionary
$96M
Accounts
247
Non-Discretionary
$5.6M
Accounts
22

ContactClients

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Individual Clients
45
AUM
$13.4M
HNW Individual Clients
50
AUM
$86M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$460.7K
Charitable Organization Clients
1
AUM
$165.2K
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNC

HandshakeAffiliates

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

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