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Joshua T Reichard

REICHARD CAPITAL, LLC·CHARLOTTE, North Carolina
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200 SOUTH COLLEGE STREET, CHARLOTTE, NC 28202CRD# 7174794Firm CRD# 305695
01

About

Joshua T Reichard is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with REICHARD CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
REICHARD CAPITAL, LLC
REICHARD CAPITAL, LLC
AUM
$324M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at REICHARD CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7174794
Firm CRD# 305695
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua T Reichard offer?
Joshua T Reichard specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Joshua T Reichard's credentials?
Joshua T Reichard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua T Reichard located?
Joshua T Reichard is based in CHARLOTTE, North Carolina, working with REICHARD CAPITAL, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Joshua T Reichard charge for services?
Joshua T Reichard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REICHARD CAPITAL, LLC?
REICHARD CAPITAL, LLC has approximately 4 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REICHARD CAPITAL, LLC

James Norman Reichard
CHARLOTTE, NC

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Nearby cities in North Carolina
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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