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TEAMVEST RETIREMENT PLAN SERVICES,LLC
CHARLOTTE, NC
704-944-7400
SEC #801-58178Total AUM
$27.4M
Employees
151Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11215 RUSHMORE DRIVE
CHARLOTTE
NC 28277
U.S.A.
CHARLOTTE
NC 28277
U.S.A.
Operating Hours
8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
704-944-7400
Financials
Total AUM
$27.4M
Accounts
55Discretionary
$18.6M
Accounts
36Non-Discretionary
$8.7M
Accounts
19
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NC
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.