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Building 2HAYDEN HARPER WEALTH ADVISORY, LLC

Map pinCHARLOTTE, NC
Phone704-343-2447
NotebookSEC #801-71103
Total AUM
$171.1M
Employees
7
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
828 EAST BOULEVARD
CHARLOTTE
NC 28203
United States
Operating Hours
8:30AM TO 5PM
Monday - Friday
Phone
704-343-2447

ReceiptFinancials

Total AUM
$171.1M
Accounts
203
Discretionary
$171.1M
Accounts
203
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$6.8M
HNW Individual Clients
34
AUM
$146M
Pooled Vehicle Clients
2
AUM
$17.2M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GALANCSCTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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