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Building 2PARK MERIDIAN ADVISORS LLC

Map pinCHARLOTTE, NC
Phone704-365-3325
NotebookSEC #801-69586
Total AUM
$4.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6836 MORRISON BOULEVARD
SUITE 104
CHARLOTTE
NC 28211
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
704-365-3325

ReceiptFinancials

Total AUM
$4.4M
Accounts
5
Discretionary
$0
Accounts
0
Non-Discretionary
$4.4M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCSC

HandshakeAffiliates

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

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