Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > north carolina > charlotte > REICHARD CAPITAL, LLC
REICHARD CAPITAL, LLC
200 South College Street
Suite 1530
Charlotte, North Carolina 28202
Tel: 704-312-4015
About REICHARD CAPITAL, LLC
REICHARD CAPITAL, LLC, formally registered with the SEC as REICHARD CAPITAL, LLC. The firm was established in 10/11/2019. They have over 1 offices throughout the country.
REICHARD CAPITAL, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $323,993,627 assets under management, offering retirement planning & investment advisory services to 190 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305695 |
| SEC# | 801-117478 |
| Assets Managed by Firm | $323,993,627 |
| No. of Clients | 190 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 190 | $323,993,627 |
| Individuals (other than high net worth individuals) | 30 | $10,396,039 |
| High net worth individuals | 36 | $276,710,255 |
| Charitable organizations | 2 | $36,013,314 |
| Corporations or other businesses | 1 | $305,481 |
More Retirement Planning firms in Charlotte, North Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
| $307,726,562,224 | 343 | 985 | |
| $300,798,686,558 | 8078 | 513 | |
| $137,561,001,775 | 6685 | 31 |
Explore More Retirement Advisors in Charlotte, North Carolina