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Home > Retirement Planners > north carolina > charlotte > TANNIN CAPITAL, LLC
TANNIN CAPITAL, LLC
1026 Jay Street
Suite B153
Charlotte, North Carolina 28208
Tel: 704-552-1082
About TANNIN CAPITAL, LLC
TANNIN CAPITAL, LLC, formally registered with the SEC as TANNIN CAPITAL, LLC. The firm was established in 06/14/2019. They have over 2 offices throughout the country.
TANNIN CAPITAL, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $362,315,194 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304238 |
| SEC# | 801-116787 |
| Assets Managed by Firm | $362,315,194 |
| No. of Clients | 391 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 391 | $362,315,194 |
| Individuals (other than high net worth individuals) | 17 | $4,487,695 |
| High net worth individuals | 63 | $93,332,451 |
| Other investment advisers | Fewer than 5 clients | $40,738,512 |
| Corporations or other businesses | 12 | $52,766,577 |
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