Philpott Ball & Werner, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 156364
- Registered since
- December 5, 2011
- Website
- pbandw.com
Firm profile
FINTRXOverview
Philpott Ball & Werner, LLC is organized as a limited liability company and is classified in available records as an investment bank. Ownership is attributed to a combination of a domestic entity and an individual. The firm’s profile does not indicate activity as a capital allocator, and it is not listed as a multi-state adviser, pension consultant, or related adviser. Available information also indicates the firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
1 of 1
Edward Werner
Managing Director, Chief Executive OfficerCRD 5886390
Contacts
3 of 9
Greg Vittor
FinOpCRD 1864219
Luke Korta
Managing DirectorCRD 5149551
Nicholas Berry
Managing Director & PresidentCRD 5886337
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
- 13777 Ballantyne Corporate Pl
- Time zone
- ET (UTC-5)
- Office locations
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