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Building 2BYRON FINANCIAL, LLC

Map pinCHARLOTTE, NC
Phone704-442-4402
NotebookSEC #801-68802
Total AUM
$600.2M
Employees
6
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6100 FAIRVIEW ROAD
SUITE 1150
CHARLOTTE
NC 28210
United States
Operating Hours
8:00-5:00 EST
Monday - Friday
Phone
704-442-4402

ReceiptFinancials

Total AUM
$600.2M
Accounts
476
Discretionary
$13.2M
Accounts
1
Non-Discretionary
$587M
Accounts
475

ContactClients

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Individual Clients
12
AUM
$4.2M
HNW Individual Clients
81
AUM
$512M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M
Charitable Organization Clients
1
AUM
$2.7M
Corporation or Business Clients
10
AUM
$77.4M

Briefcase businessServices

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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
FLMDNCSCTXVA

HandshakeAffiliates

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

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