Be advised. This firm is no longer registered.

Usafolios, LLC

Usafolios, LLC (CRD# 169785) is a financial advisory firm headquartered in Charlotte, NC. They manage $11,143,419 in 17 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Ballantyne One, 15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277
http://www.usafolios.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $655,495
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NC, SC

Financial Advisors at Usafolios, 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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