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Building 2MCSHANE PARTNERS

Map pinCHARLOTTE, NC
Phone980-585-3390
NotebookSEC #801-44259
Total AUM
$709M
Employees
11
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2150 PARK DR.
CHARLOTTE
NC 28204
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
980-585-3390

ReceiptFinancials

Total AUM
$709M
Accounts
315
Discretionary
$709M
Accounts
315
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$49.5M
HNW Individual Clients
195
AUM
$659.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMDNCNHNYSCTXVA

HandshakeAffiliates

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

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