| As of Date | 05/02/2024 |
| Registration status | Terminated |
| ADV Location | CHARLOTTE, NC, United States |
| Contact Info | 704 xxxxxxx |
| Websites |
| AUM* | 41,012,128 -55% |
| of that, discretionary | 33,778,110 -60% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 431,707 -35% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management