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Home > Retirement Planners > north carolina > asheville > MILLBANK DARTMOOR PORTSMOUTH LLC
MILLBANK DARTMOOR PORTSMOUTH LLC
22 South Pack Square
Suite 401
Asheville, North Carolina 28801
Tel: 828-499-7222
About MILLBANK DARTMOOR PORTSMOUTH LLC
MILLBANK DARTMOOR PORTSMOUTH LLC, formally registered with the SEC as MILLBANK DARTMOOR PORTSMOUTH LLC. The firm was established in 11/06/2020. They have over 1 offices throughout the country.
MILLBANK DARTMOOR PORTSMOUTH LLC is a Asheville, North Carolina based Financial Planning firm with nearly $308,485,062 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 311046 |
| SEC# | 801-119757 |
| Assets Managed by Firm | $308,485,062 |
| No. of Clients | 6 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $308,485,062 |
| High net worth individuals | Fewer than 5 clients | $100,000,000 |
| Pension and profit sharing plans | $40,830,536 | |
| Corporations or other businesses | Fewer than 5 clients | $166,900,818 |
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