PDR ADVISORS, LLC
Total AUM
$887.5M
Employees
4Clients
14Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6205 MORRISON BLVD
SUITE 114
CHARLOTTE
NC 28211
United States
SUITE 114
CHARLOTTE
NC 28211
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
704 845 2303
Financials
Total AUM
$887.5M
Accounts
40Discretionary
$887.5M
Accounts
40Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
9AUM
$14.2M
Investment Advisor Clients
1AUM
$89.3M
Insurance Company Clients
3AUM
$762.2M
Corporation or Business Clients
1AUM
$21.9M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NCTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.