Tassel Capital Management, Inc.
Tassel Capital Management, Inc. (CRD# 121112) is a financial advisory firm headquartered in Matthews, NC. They manage $182,509,749 in 721 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management183MILLION
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Total Number of Accounts721ACCOUNTS
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Average Account Value$253,134
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, FL, NC, NH, SC, VA
William Ertel (CRD# 3057870) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 26 years of experience in the finance industry.
Carlton Whitman (CRD# 6375955) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 9 years of experience in the finance industry.
Bradley Kendall (CRD# 7166341) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 4 years of experience in the finance industry.