2151 Hawkins Street
Suite 1100
Charlotte, North Carolina 28203
Tel: 704-423-1660
ASANA PARTNERS, LP, formally registered with the SEC as ASANA PARTNERS, LP. The firm was established in 07/22/2016. They have over 5 offices throughout the country.
ASANA PARTNERS, LP is a Charlotte, North Carolina based Financial Planning firm with nearly $7,143,965,742 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 117 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 284477 |
SEC# | 801-108166 |
Assets Managed by Firm | $7,143,965,742 |
No. of Clients | 6 |
No. of Advisors | 117 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6 | $7,143,965,742 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
Explore More Retirement Advisors in Charlotte, North Carolina