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BYRON FINANCIAL, LLC
BYRON FINANCIAL, LLC
CHARLOTTE, North Carolina
·
5 registered advisors
·
CRD# 141893
SEC# 801-68802
0
704-442-4402
01
Firm Overview
AUM
$600M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BYRON FINANCIAL, LLC
5 registered advisors
Henry Denton Worrell
CHARLOTTE, North Carolina
CRD# 4454100
Joshua Scott Mayor
CHARLOTTE, North Carolina
CRD# 4588636
Philip Rees Brody
CHARLOTTE, North Carolina
CRD# 4454110
Stephen Chad Estep
CHARLOTTE, North Carolina
CRD# 4158295
William Mccomas Byron
CHARLOTTE, North Carolina
CRD# 1914017
05
Office Locations
CHARLOTTE, North Carolina
5 advisors
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Data sourced from SEC Form ADV filings. BYRON FINANCIAL, LLC (CRD# 141893) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.