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Building 2PROVIDENCE CAPITAL ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone704-576-4188
NotebookSEC #801-80900
Total AUM
$80.7M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4521 SHARON ROAD
SUITE 380
CHARLOTTE
NC 28211
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
704-576-4188

ReceiptFinancials

Total AUM
$80.7M
Accounts
283
Discretionary
$69.5M
Accounts
281
Non-Discretionary
$11.2M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATXVA

HandshakeAffiliates

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

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