AdvisorOS Directory
Claim Profile
RK

Robert Hairston Kluttz

MIMOSA INVESTMENT MANAGEMENT, LLC·WINSTON-SALEM, North Carolina
Unclaimed Profile
4400 SILAS CREEK PARKWAY, WINSTON-SALEM, NC 27104CRD# 2541385Firm CRD# 114315
01

About

Robert Hairston Kluttz is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with MIMOSA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MIMOSA INVESTMENT MANAGEMENT, LLC
MIMOSA INVESTMENT MANAGEMENT, LLC
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MIMOSA INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2541385
Firm CRD# 114315
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WINSTON-SALEM?

Browse all registered financial advisors in WINSTON-SALEM, North Carolina or claim this profile if it's yours.

Browse WINSTON-SALEM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Hairston Kluttz offer?
Robert Hairston Kluttz specializes in Investment Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are Robert Hairston Kluttz's credentials?
Robert Hairston Kluttz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Hairston Kluttz located?
Robert Hairston Kluttz is based in WINSTON-SALEM, North Carolina, working with MIMOSA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.
How does Robert Hairston Kluttz charge for services?
Robert Hairston Kluttz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIMOSA INVESTMENT MANAGEMENT, LLC?
MIMOSA INVESTMENT MANAGEMENT, LLC has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WINSTON-SALEM
Michael Andrew Carter — VERGER CAPITAL MANAGEMENT LLCCharles Collett Patton — MIMOSA INVESTMENT MANAGEMENT, LLCDavid Wright Dupree — VERGER CAPITAL MANAGEMENT LLCRandell Alfredine Cain — KERUSSO CAPITAL MANAGEMENT, LLCSr. Kenneth Brown — KENSINGTON FINANCIAL GROUP, INC.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile