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Carlton Whitman

TASSEL CAPITAL MANAGEMENT, INC.·MATTHEWS, North Carolina
Unclaimed Profile
1220 MANN DRIVE, MATTHEWS, NC 28105CRD# 6375955Firm CRD# 121112
01

About

Carlton Whitman is a registered financial advisor based in MATTHEWS, North Carolina, affiliated with TASSEL CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
TASSEL CAPITAL MANAGEMENT, INC.
TASSEL CAPITAL MANAGEMENT, INC
AUM
$183M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TASSEL CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6375955
Firm CRD# 121112
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carlton Whitman offer?
Carlton Whitman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MATTHEWS, North Carolina for a consultation.
What are Carlton Whitman's credentials?
Carlton Whitman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlton Whitman located?
Carlton Whitman is based in MATTHEWS, North Carolina, working with TASSEL CAPITAL MANAGEMENT, INC.. Their office serves clients in the MATTHEWS metropolitan area and surrounding communities.
How does Carlton Whitman charge for services?
Carlton Whitman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TASSEL CAPITAL MANAGEMENT, INC.?
TASSEL CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MATTHEWS
Lisa Marie Trease — SAPERE WEALTH MANAGEMENT, LLCPaul Francis Borrelli — SAPERE WEALTH MANAGEMENT, LLCRichard Alan Von Gnechten — SAPERE WEALTH MANAGEMENT, LLCEvan Gillespie Stratton — SAPERE WEALTH MANAGEMENT, LLCScott Patrick Trease — SAPERE WEALTH MANAGEMENT, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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