| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 09/13/2011 |
| ADV Location | CHARLOTTE, NC, United States |
| Contact Info | 866 xxxxxxx |
| Websites |
| AUM* | 35,054,902,000 4% |
| of that, discretionary | 35,054,902,000 4% |
| Number of Employees | 70 17% |
| of those in investment advisory functions | 60 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 178,891 16% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds