Collwick Funds Gp, LLC

Collwick Funds Gp, LLC (CRD# 162923) is a financial advisory firm headquartered in Charlotte, NC. They manage $319,131,757 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 South Tryon Street, Suite 2660, Charlotte, NC 28280
By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $319,131,757
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Collwick Funds Gp, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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