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Building 2SCHALLER INVESTMENT GROUP, INC.

Map pinWINSTON SALEM, NC
Phone336-774-1515
NotebookSEC #801-50849
Total AUM
$176.2M
Employees
2
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
119 BROOKSTOWN AVENUE
SUITE 306
WINSTON SALEM
NC 27101
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
336-774-1515

ReceiptFinancials

Total AUM
$176.2M
Accounts
98
Discretionary
$176.2M
Accounts
98
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$7.1M
HNW Individual Clients
60
AUM
$73.5M
Pooled Vehicle Clients
1
AUM
$83.5M
Pension/Profit Sharing Plan Clients
2
AUM
$6.8M
Charitable Organization Clients
1
AUM
$255.8K
Corporation or Business Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANC

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

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