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Building 2KUCHARO WEALTH

Map pinCHARLOTTE, NC
Phone704.251.9550
NotebookSEC #801-135608
Total AUM
$123.7M
Employees
2
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1422 SOUTH TRYON STREET
SUITE 300
CHARLOTTE
NC 28203
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
704.251.9550

ReceiptFinancials

Total AUM
$123.7M
Accounts
258
Discretionary
$123.7M
Accounts
258
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$3M
HNW Individual Clients
36
AUM
$118.9M
Corporation or Business Clients
7
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILKYLANCNENHOHSCTX

HandshakeAffiliates

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

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