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MILLBANK DARTMOOR PORTSMOUTH LLC
MILLBANK DARTMOOR PORTSMOUTH LLC
ASHEVILLE, North Carolina
·
2 registered advisors
·
CRD# 311046
SEC# 801-119757
0
828-499-7222
01
Firm Overview
AUM
$213M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at MILLBANK DARTMOOR PORTSMOUTH LLC
2 registered advisors
Dennis Michael Davitt
ASHEVILLE, North Carolina
CRD# 4370382
Mark Richard Merritt
ASHEVILLE, North Carolina
CRD# 2797324
05
Office Locations
ASHEVILLE, North Carolina
2 advisors
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Data sourced from SEC Form ADV filings. MILLBANK DARTMOOR PORTSMOUTH LLC (CRD# 311046) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.