Overview
Assets Under Management: $651 million
Headquarters: GREENSBORO, NC
High-Net-Worth Clients: 73
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.40
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 995
Discretionary Accounts: 691
Non-Discretionary Accounts: 304
Regulatory Filings
CRD Number: 332702
Filing ID: 2004941
Last Filing Date: 2025-07-31 16:00:00
Website: https://1808capital.com