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Building 2INVESTOR ADVISORY GROUP

Map pinCHARLOTTE, NC
Phone704-366-1120
NotebookSEC #801-40329
Total AUM
$76.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
421-A S SHARON AMITY ROAD
CHARLOTTE
NC 28211
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
704-366-1120

ReceiptFinancials

Total AUM
$76.7M
Accounts
140
Discretionary
$0
Accounts
0
Non-Discretionary
$76.7M
Accounts
140

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANC

HandshakeAffiliates

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

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