1616 Camden Road
Suite 210
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 $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.
SEC Current Status | Approved |
Firm CRD# | 284477 |
SEC# | 801-108166 |
Assets Managed by Firm | $6,904,879,783 |
No. of Clients | 7 |
No. of Advisors | 105 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 7 | $6,904,879,783 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$714,587,898,072 | 76254 | 1338 | |
$367,167,074,976 | 4060 | 932 | |
$273,040,118,322 | 333 | 1029 | |
$235,232,798,890 | 7030 | 418 | |
$62,841,626,948 | 3390 | 180 |
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