TRICAPITAL WEALTH MANAGEMENT, INC. is a Charlotte, North Carolina based financial advisory firm with nearly $101,274,994 in assets under management and provides investment advisory services for 183 clients. There are currently 3 financial advisors at the firm.
Advisory Services Provided:
Fee Structure:
Firm CRD#:
SEC#:
No. of Clients:
Assets under Management
No. of Advisors:
Financial Advisory Firm | Firm CRD# | No. of Advisors |
---|---|---|
BARINGS LLC | 106006 | 1019 |
WEDGE CAPITAL MANAGEMENT LLP | 106234 | 30 |
UWHARRIE INVESTMENT ADVISORS, INC. | 117592 | 16 |
CAPITAL INVESTMENT COUNSEL INC | 104591 | 10 |
PHYSICIANS FINANCIAL SERVICES, INC. | 118519 | 6 |
SHAH CAPITAL MANAGEMENT | 133941 | 6 |
WESTHAMPTON CAPITAL | 119176 | 5 |
ALTAMONT CAPITAL MANAGEMENT | 118979 | 2 |
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