Broyhill Asset Management, LLC

Broyhill Asset Management, LLC (CRD# 120462) is a financial advisory firm headquartered in Charlotte, NC. They manage $148,432,040 in 88 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $1,686,728
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

NC, TX

Financial Advisors at Broyhill Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher R. Pavese
CRD#: 5607574
601 South Cedar St., Suite 200, Charlotte, NC 28202

Christopher Pavese (CRD# 5607574) is an Investment Advisor Representative working at Broyhill Asset Management, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

2
Andrea M. Sefler
CRD#: 5997424
601 South Cedar St., Suite 200, Charlotte, NC 28202

Andrea Sefler (CRD# 5997424) is an Investment Advisor Representative working at Broyhill Asset Management, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

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