C2 Investment Group
Firm details
- Headquarters
- Mooresville, North Carolina
- CRD number
- 119473
- Website
- www.c2ig.com
- Fee structure
- Percentage of AUM
Firm profile
FINTRXOverview
C2 Investment Group is organized as a corporation and is classified in FINTRX as an institutional registered investment adviser. Ownership is listed as individual, and the firm operates on a percentage-of-AUM fee model. FINTRX records the firm’s primary business activity as serving as an “other financial product salesperson,” and it does not identify C2 Investment Group as a capital allocator or as an active ESG investor. The firm is not flagged as a multistate adviser, newly formed adviser, pension consultant, or related adviser in the dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Mark Teichman
Co-OwnerCRD 1837966
Joe Silvas
OwnerCRD 1403440
Carl Ballard
Financial OfficerCRD 4316614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mooresville, NC
Iredell
Location
Mooresville, NC
Headquartered in Mooresville, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Iredell
- Address
- 106 Langtree Village Dr
- Time zone
- ET (UTC-5)
- Office locations
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