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Building 2STRATEGIC ADVISORY PARTNERS

Map pinGREENSBORO, NC
Phone336-790-2560
NotebookSEC #801-134091
Total AUM
$191.4M
Employees
8
Clients
346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3819 LAWNDALE DRIVE
GREENSBORO
NC 27455
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
336-790-2560

ReceiptFinancials

Total AUM
$191.4M
Accounts
828
Discretionary
$161.3M
Accounts
760
Non-Discretionary
$30.1M
Accounts
68

ContactClients

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Individual Clients
260
AUM
$36.6M
HNW Individual Clients
73
AUM
$121.1M
Pension/Profit Sharing Plan Clients
11
AUM
$33.4M
Corporation or Business Clients
2
AUM
$383.5K

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
LANCSC

HandshakeAffiliates

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

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