Biltmore Family Office, LLC
Biltmore Family Office, LLC (CRD# 167174) is a financial advisory firm headquartered in Charlotte, NC. They manage $2,892,462,654 in 981 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management2,892MILLION
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Total Number of Accounts981ACCOUNTS
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Average Account Value$2,948,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, FL, MA, NC, NH, NY, SC, TX
Peter Harris (CRD# 7498702) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 2 years of experience in the finance industry.
Anthony Mastrogiacomo (CRD# 6710438) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.
Andrew Russell (CRD# 5414590) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Michelle Soto (CRD# 5410968) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has over 16 years of experience in the finance industry.