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).
Total Assets Under Management11MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$655,495
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, NC, SC
Daniel Evans (CRD# 2277583) is an Investment Advisor Representative working at Usafolios, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.