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BROYHILL ASSET MANAGEMENT, LLC
BROYHILL ASSET MANAGEMENT, LLC
CHARLOTTE, North Carolina
·
3 registered advisors
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CRD# 120462
SEC# 801-121859
0
828-610-5535
01
Firm Overview
AUM
$192M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BROYHILL ASSET MANAGEMENT, LLC
3 registered advisors
Andrea Marie Sefler
CHARLOTTE, North Carolina
CRD# 5997424
Christopher Rocco Pavese
CHARLOTTE, North Carolina
CRD# 5607574
Danny Joe Wakin
LENOIR, North Carolina
CRD# 1122217
05
Office Locations
CHARLOTTE, North Carolina
2 advisors
LENOIR, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. BROYHILL ASSET MANAGEMENT, LLC (CRD# 120462) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.