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Building 2MOTT & ASSOCIATES INC

Map pinDAVIDSON, NC
Phone704-896-6841
NotebookSEC #801-57825
Total AUM
$43M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19000 DAVIDSON-CONCORD ROAD
DAVIDSON
NC 28036
United States
Operating Hours
8:30AM-5:00PM
MON. - THURS.
Phone
704-896-6841

ReceiptFinancials

Total AUM
$43M
Accounts
254
Discretionary
$32.2M
Accounts
232
Non-Discretionary
$10.8M
Accounts
22

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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