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Building 2INVESTOR ADVISORY GROUP

Map pinCHARLOTTE, NC
Phone704-366-1120
NotebookSEC #801-79417
Total AUM
$172.1M
Employees
4
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
421 SOUTH SHARON AMITY ROAD
SUITE A
CHARLOTTE
NC 28211
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
704-366-1120
Other Offices
1

ReceiptFinancials

Total AUM
$172.1M
Accounts
442
Discretionary
$0
Accounts
0
Non-Discretionary
$172.1M
Accounts
442

ContactClients

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Individual Clients
129
AUM
$39.5M
HNW Individual Clients
54
AUM
$130.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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