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Building 2BRAGG FINANCIAL ADVISORS INC

Map pinCHARLOTTE, NC
Phone704-377-0261
NotebookSEC #801-56890
Total AUM
$4.7B
Employees
39
Clients
1,613

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1031 SOUTH CALDWELL ST
SUITE 200
CHARLOTTE
NC 28203
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
704-377-0261

ReceiptFinancials

Total AUM
$4.7B
Accounts
1,613
Discretionary
$4.7B
Accounts
1,613
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
794
AUM
$253M
HNW Individual Clients
743
AUM
$3.1B
Investment Company Clients
2
AUM
$1.1B
Charitable Organization Clients
38
AUM
$61.7M
Corporation or Business Clients
36
AUM
$153.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAMAMDNCNYPASCTNTXVAWA

HandshakeAffiliates

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

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