BILTMORE FAMILY OFFICE, LLC - Financial Advisor in North Carolina, Charlotte

Tel: 704-248-5230 500 East Boulevard Charlotte, North Carolina 28203

About BILTMORE FAMILY OFFICE, LLC

BILTMORE FAMILY OFFICE, LLC is a Charlotte, North Carolina based financial advisory firm with nearly $2,892,462,654 in assets under management and provides investment advisory services for 981 clients. There are currently 20 financial advisors at the firm.

General Information

Firm CRD#:

167174

Firm SEC#:

801-78011

Assets Under Management:

$2,892,462,654

No. of Clients:

981

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (FAMILY OFFICE SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees

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