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Building 2KINGFISHER CAPITAL, LLC

Map pinCHARLOTTE, NC
Phone704-333-1710
NotebookSEC #801-70267
Total AUM
$606.8M
Employees
7
Clients
307

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 SOUTH COLLEGE STREET
SUITE 2250
CHARLOTTE
NC 28244
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
704-333-1710

ReceiptFinancials

Total AUM
$606.8M
Accounts
661
Discretionary
$606.8M
Accounts
661
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
138
AUM
$59.3M
HNW Individual Clients
115
AUM
$400.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M
Charitable Organization Clients
11
AUM
$13.6M
Corporation or Business Clients
42
AUM
$130M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMDNCSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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