ASANA PARTNERS, LP

2151 Hawkins Street
Suite 1100
Charlotte, North Carolina 28203
Tel: 704-423-1660

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 $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.

Firm Information

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

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$7,143,965,742

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