Mcshane Partners

Mcshane Partners (CRD# 107236) is a financial advisory firm headquartered in Charlotte, NC. They manage $709,000,000 in 315 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
2150 Park Dr., Charlotte, NC 28204
https://www.instagram.com/mcshanepartners/
By the Numbers
  • Total Assets Under Management
    709
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $2,250,794
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, MD, NC, NH, NY, SC, TX, VA

Financial Advisors at Mcshane Partners
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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