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Building 2MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

Map pinSHELBY, NC
Phone(704) 481-0101
NotebookSEC #801-134536
Total AUM
$418M
Employees
6
Clients
707

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310-2 EAST GRAHAM STREET
SHELBY
NC 28150
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(704) 481-0101
Other Offices
1

ReceiptFinancials

Total AUM
$418M
Accounts
1,479
Discretionary
$418M
Accounts
1,479
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
550
AUM
$143M
HNW Individual Clients
150
AUM
$268M
Pension/Profit Sharing Plan Clients
5
AUM
$5M
Charitable Organization Clients
1
AUM
$500K
Insurance Company Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCOKSCTN

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

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