Biltmore Investment Management, LLC

Biltmore Investment Management, LLC (CRD# 111698) is a financial advisory firm headquartered in Green Bay, WI. They manage $3,656,572 in 147 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $24,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Biltmore Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James M. Curran
CRD#: 3020711
424 S Monroe Ave Suite 101, Green Bay, WI 54301
93
Wealthminder
score

James Curran (CRD# 3020711) is an Investment Advisor Representative working at Biltmore Investment Management, LLC in Green Bay, WI and has over 18 years of experience in the finance industry.

2
Christine M. Truttmann
CRD#: 3052810
424 S Monroe Ave Suite 101, Green Bay, WI 54301
93
Wealthminder
score

Christine Truttmann (CRD# 3052810) is an Investment Advisor Representative working at Biltmore Investment Management, LLC in Green Bay, WI and has over 18 years of experience in the finance industry.

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