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).

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
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.

LA, NC, SC

Financial Advisors at Usafolios, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. Evans
CRD#: 2277583
Ballantyne One, 15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277
93
Wealthminder
score

Daniel Evans (CRD# 2277583) is an Investment Advisor Representative working at Usafolios, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.

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