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Building 2QUEENS OAK ADVISORS

Map pinCHARLOTTE, NC
Phone704-547-3100
NotebookSEC #801-70356
Total AUM
$578M
Employees
6
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6101 CARNEGIE BOULEVARD
SUITE 360
CHARLOTTE
NC 28209
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
704-547-3100

ReceiptFinancials

Total AUM
$578M
Accounts
451
Discretionary
$578M
Accounts
451
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$25M
HNW Individual Clients
116
AUM
$398.7M
Corporation or Business Clients
8
AUM
$154.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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