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Building 2POTERACK CAPITAL ADVISORY, INC.

Map pinCHARLOTTE, NC
Phone704-366-5776
NotebookSEC #801-69336
Total AUM
$34.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2115 REXFORD ROAD
SUITE 311
CHARLOTTE
NC 28211
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
704-366-5776

ReceiptFinancials

Total AUM
$34.2M
Accounts
563
Discretionary
$34.2M
Accounts
563
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IAILNCSC

HandshakeAffiliates

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

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