Overview
Assets Under Management: $600 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 81
Average Client Assets: $6.3 million
Frequently Asked Questions
BYRON FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141893), BYRON FINANCIAL, LLC is subject to fiduciary duty under federal law.
BYRON FINANCIAL, LLC is headquartered in CHARLOTTE, NC.
BYRON FINANCIAL, LLC serves 81 high-net-worth clients according to their SEC filing dated August 07, 2024. View client details ↓
According to their SEC Form ADV, BYRON FINANCIAL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BYRON FINANCIAL, LLC manages $600 million in client assets according to their SEC filing dated August 07, 2024.
According to their SEC Form ADV, BYRON FINANCIAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.30%
Average Client Assets: $6.3 million
Total Client Accounts: 476
Discretionary Accounts: 1
Non-Discretionary Accounts: 475
Regulatory Filings
CRD Number: 141893
Filing ID: 1893907
Last Filing Date: 2024-08-07 13:24:00