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Building 2LAIN ASSET MANAGEMENT & PLANNING

Map pinHIGH POINT, NC
Phone336-887-9390
NotebookSEC #801-63766
Total AUM
$44.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
707 WESTCHESTER DRIVE
SUITE 204
HIGH POINT
NC 27262-2418
United States
Operating Hours
8:30 A.M - 5:30 P.M.
Monday - Friday
Phone
336-887-9390

ReceiptFinancials

Total AUM
$44.5M
Accounts
384
Discretionary
$42.8M
Accounts
380
Non-Discretionary
$1.7M
Accounts
4

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

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

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