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Building 2BILTMORE FAMILY OFFICE, LLC

Map pinCHARLOTTE, NC
Phone704-248-5230
NotebookSEC #801-78011
Total AUM
$3.5B
Employees
24
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 EAST BOULEVARD
CHARLOTTE
NC 28203
United States
Operating Hours
9:00 AM T0 5:00 PM
Monday - Friday
Phone
704-248-5230
Other Offices
1

ReceiptFinancials

Total AUM
$3.5B
Accounts
86
Discretionary
$3.4B
Accounts
85
Non-Discretionary
$48.5M
Accounts
1

ContactClients

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Individual Clients
14
AUM
$5.1M
HNW Individual Clients
71
AUM
$3.4B
Charitable Organization Clients
1
AUM
$49.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMANCNHNYSCTX

HandshakeAffiliates

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

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