C2 INVESTMENT GROUP

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3

Firm details

Headquarters
MOORESVILLE, North Carolina
CRD number
119473
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

C2 Investment Group is organized as a corporation with individual ownership and is classified in the available data as "unclassified." The firm's documented business activity is as an "Other Financial Product Salesperson," and it operates on a percentage-of-AUM fee basis. It is not identified as an active ESG investor, is not approved as a multi-state adviser, and is not recorded as a capital allocator or pension consultant in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • MARK TEICHMAN

    Co-OwnerCRD 1837966

  • JOE SILVAS

    OwnerCRD 1403440

  • CARL BALLARD

    Financial OfficerCRD 4316614

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth