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Building 2STATON FINANCIAL ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone704-503-9984
NotebookSEC #801-96293
Total AUM
$113.9M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6525 MORRISON BOULEVARD
SUITE 314
CHARLOTTE
NC 28211
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
704-503-9984

ReceiptFinancials

Total AUM
$113.9M
Accounts
230
Discretionary
$113.9M
Accounts
230
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGANCSCTX

HandshakeAffiliates

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

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