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Building 2WESTEND ADVISORS

Map pinCHARLOTTE, NC
Phone704-556-9300
NotebookSEC #801-62786
Total AUM
$42.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4064 COLONY ROAD
SUITE 130
CHARLOTTE
NC 28211
USA
Operating Hours
8:00AM TO 5:00 PM ET
Monday - Friday
Phone
704-556-9300

ReceiptFinancials

Total AUM
$42.5M
Accounts
68
Discretionary
$42.5M
Accounts
68
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNJSCTNVAWV

HandshakeAffiliates

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

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