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Building 2VARIANT PERCEPTION

Map pinCHARLOTTE, NC
Phone704-926-1116
NotebookSEC #801-134755
Total AUM
$31.9M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6836 CARNEGIE BLVD.
SUITE 240
CHARLOTTE
NC 28211
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
704-926-1116
Other Offices
1

ReceiptFinancials

Total AUM
$31.9M
Accounts
1
Discretionary
$31.9M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$31.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPublications
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SHARE OF ETF PROFITS AFTER EXPENSES

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
NC

HandshakeAffiliates

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

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