MCSHANE PARTNERS
  • MCSHANE PARTNERS
  • FIRST PERSONAL FINANCIAL SERVICES INC
  • RINEHART WEALTH MANAGEMENT
  • RINEHART WEALTH & INVESTMENT ADVISORY
  • RINEHART & ASSOCIATES
  • MCSHANE PARTNERS WEALTH & INVESTMENT ADVISORY

Adviser Profile

As of Date 12/22/2024
Registration status Terminated
ADV Location CHARLOTTE, NC, United States
Contact Info 980 xxxxxxx
Websites
AUM* 709,000,000 9%
of that, discretionary 709,000,000 9%
Number of Employees 11 10%
of those in investment advisory functions 8
Private Fund GAV* 0
Avg Account Size 2,250,794 11%
% High Net Worth 61.90% -1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

709M 608M 506M 405M 304M 203M 101M
2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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