1618 ADVISORS LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 329864
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.35%
- Individuals39.53%
- Corporations / Businesses0.12%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
1618 Advisors LLC is a small, privately owned investment advisory firm organized as a limited liability company. It serves individual and family clients as well as some institutional relationships, positioning itself around discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and notes affiliations with a broker-dealer and an insurance company. It does not identify as an active ESG investor and is not characterized as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities19%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
1 of 1DANIEL PRESLAR
Managing PrincipalCRD 4678872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 6000 Fairview Rd
- Time zone
- ET (UTC-5)
- Office locations
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