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Building 2KENNETH FRENKE & CO

Map pinARDEN, NC
Phone828-654-9343
NotebookSEC #801-56310
Total AUM
$206.5M
Employees
3
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 LOOP ROAD
SUITE 105
ARDEN
NC 28704
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
828-654-9343
Other Offices
2

ReceiptFinancials

Total AUM
$206.5M
Accounts
734
Discretionary
$206.5M
Accounts
734
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
187
AUM
$79.3M
HNW Individual Clients
58
AUM
$127.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCTNTX

HandshakeAffiliates

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

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