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Building 2YATALIE CAPITAL MANAGEMENT CO.

Map pinCHARLOTTE, NC
Phone704-622-3645
NotebookSEC #801-71868
Total AUM
$1M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3623 LATROBE DR.
SUITE 227
CHARLOTTE
NC 28211
United States
Operating Hours
10 AM TO 5 PM
Monday - Friday
Phone
704-622-3645

ReceiptFinancials

Total AUM
$1M
Accounts
35
Discretionary
$1M
Accounts
35
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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