Biltmore Family Office, LLC
Biltmore Family Office, LLC (CRD# 167174) is a financial advisory firm headquartered in Charlotte, NC. They manage $2,322,649,734 in 959 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management2,323MILLION
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Total Number of Accounts959ACCOUNTS
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Average Account Value$2,421,950
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, MA, NC, NH, SC, TX
Christopher Cecil (CRD# 1842207) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 20 years of experience in the finance industry.
Michael Farrell (CRD# 2060753) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.
Nicole Gokey (CRD# 5062486) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
Israel Gorelick (CRD# 6027966) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.
James Gregory (CRD# 3151829) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.
Kellie Hall (CRD# 5996659) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.
Julianne Marrie (CRD# 6944036) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has 1 year of experience in the finance industry.
Christopher Perkins (CRD# 5065400) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 18 years of experience in the finance industry.
Frank Schornagle (CRD# 1257056) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has over 39 years of experience in the finance industry.
Emma Demane (CRD# 7178145) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.