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Building 2DAVIDSON CAPITAL

Map pinDAVIDSON, NC
Phone704-987-0288
NotebookSEC #801-62185
Total AUM
$197.3M
Employees
4
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
705 GRIFFITH STREET
SUITE 301
DAVIDSON
NC 28036
United States
Operating Hours
8:30AM - 5:30 PM
Monday - Friday
Phone
704-987-0288

ReceiptFinancials

Total AUM
$197.3M
Accounts
451
Discretionary
$197.3M
Accounts
451
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$19M
HNW Individual Clients
60
AUM
$138M
Pension/Profit Sharing Plan Clients
6
AUM
$34.3M
Charitable Organization Clients
1
AUM
$6.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHSC

HandshakeAffiliates

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

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