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Building 2PDR ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone704 845 2303
NotebookSEC #801-67554
Total AUM
$887.5M
Employees
4
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6205 MORRISON BLVD
SUITE 114
CHARLOTTE
NC 28211
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
704 845 2303

ReceiptFinancials

Total AUM
$887.5M
Accounts
40
Discretionary
$887.5M
Accounts
40
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
9
AUM
$14.2M
Investment Advisor Clients
1
AUM
$89.3M
Insurance Company Clients
3
AUM
$762.2M
Corporation or Business Clients
1
AUM
$21.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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

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