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Building 2PRESIDIUM

Map pinCHARLOTTE, NC
Phone866-371-2399
NotebookSEC #801-65318
Total AUM
$112M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13024 BALLANTYNE CORPORATE PLACE
SUITE 225
CHARLOTTE
NC 28277
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
866-371-2399

ReceiptFinancials

Total AUM
$112M
Accounts
8
Discretionary
$16.3M
Accounts
1
Non-Discretionary
$95.7M
Accounts
7

ContactClients

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None reported

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Services Offered
Institutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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