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Sorabh Maheshwari

CHURCHILL INVESTMENT MANAGEMENT LLC·CHARLOTTE, North Carolina
Unclaimed Profile
4715 PARK RD, CHARLOTTE, NC 28209CRD# 4206058Firm CRD# 305060
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About

Sorabh Maheshwari is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with CHURCHILL INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CHURCHILL INVESTMENT MANAGEMENT LLC
CHURCHILL INVESTMENT MANAGEMENT, LLC
AUM
$187M
Regulatory assets under management
Employees
85
Total firm employees
View all advisors at CHURCHILL INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADVANCE, SERVICING, EXTENSION AND MODIFICATION FEES
Regulatory
SEC/IARD CRD# 4206058
Firm CRD# 305060
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sorabh Maheshwari offer?
Sorabh Maheshwari specializes in Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Sorabh Maheshwari's credentials?
Sorabh Maheshwari is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sorabh Maheshwari located?
Sorabh Maheshwari is based in CHARLOTTE, North Carolina, working with CHURCHILL INVESTMENT MANAGEMENT LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Sorabh Maheshwari charge for services?
Sorabh Maheshwari's firm is compensated through percentage of aum, performance-based fees, other: advance, servicing, extension and modification fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHURCHILL INVESTMENT MANAGEMENT LLC?
CHURCHILL INVESTMENT MANAGEMENT LLC has approximately 85 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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