BILTMORE FAMILY OFFICE, LLC

500 East Boulevard
Charlotte, North Carolina 28203
Tel: 704-248-5230

About BILTMORE FAMILY OFFICE, LLC

BILTMORE FAMILY OFFICE, LLC, formally registered with the SEC as BILTMORE FAMILY OFFICE, LLC. The firm was established in 05/01/2013. They have over 2 offices throughout the country.

BILTMORE FAMILY OFFICE, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $2,892,462,654 assets under management, offering retirement planning & investment advisory services to 981 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167174
SEC#	801-78011
Assets Managed by Firm	$2,892,462,654
No. of Clients	981
No. of Advisors	20

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	981	$2,892,462,654
Individuals (other than high net worth individuals)	10	$5,145,873
High net worth individuals	68	$2,844,393,705
Charitable organizations	1	$42,923,076

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