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Building 2CHARMARLINE WEALTH MANAGEMENT

Map pinLYNCHBURG, VA
Phone434-455-3036
NotebookSEC #801-133722
Total AUM
$118.8M
Employees
1
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3831 OLD FOREST RD
SUITE 6
LYNCHBURG
VA 24501
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
434-455-3036
Other Offices
1

ReceiptFinancials

Total AUM
$118.8M
Accounts
320
Discretionary
$117.9M
Accounts
319
Non-Discretionary
$873.6K
Accounts
1

ContactClients

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Individual Clients
74
AUM
$35.6M
HNW Individual Clients
50
AUM
$83.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCVA

HandshakeAffiliates

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

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