150 N. College Street
Suite 2400
Charlotte, North Carolina 28202-2397
Tel: 704-414-7150
PAMLICO CAPITAL, formally registered with the SEC as PAMLICO CAPITAL. The firm was established in 03/19/2012. They have over 1 offices throughout the country.
PAMLICO CAPITAL is a Charlotte, North Carolina based Financial Planning firm with nearly $3,424,690,531 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 35 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157532 |
SEC# | 801-74226 |
Assets Managed by Firm | $3,424,690,531 |
No. of Clients | 6 |
No. of Advisors | 35 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6 | $3,424,690,531 |
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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