National Retirement Planning Experts

National Coverage
Local Professionals

ASANA PARTNERS, LP

1616 Camden Road
Suite 210
Charlotte, North Carolina 28203
Tel: 704-423-1660

Need a Financial Advisor?
Compare Vetted Advisors

About ASANA PARTNERS, LP

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 $6,904,879,783 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 105 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#284477
SEC# 801-108166
Assets Managed by Firm $6,904,879,783
No. of Clients 7
No. of Advisors 105

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total7$6,904,879,783
Inquire with ASANA PARTNERS, LP

More Retirement Planning firms in Charlotte, North Carolina:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPTRUST
4208 Six Forks Rd, Suite 1700
Raleigh, NC, 27609
$714,587,898,072762541338
ALLSPRING GLOBAL INVESTMENTS, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$367,167,074,9764060932
BARINGS LLC
300 S. Tryon Street, Suite 2500
Charlotte, NC, 28202
$273,040,118,3223331029
ALLSPRING FUNDS MANAGEMENT, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$235,232,798,8907030418
STERLING CAPITAL MANAGEMENT LLC
4350 Congress Street, Suite 1000
Charlotte, NC, 28209
$62,841,626,9483390180

Explore More Retirement Advisors in Charlotte, North Carolina