BILTMORE INVESTMENT MANAGEMENT, LLC
CRD #111698 SEC #801-69391 GREEN BAY, WI 920-435-2555
SEC Registered
Total AUM
$32.4M
Discretionary
$32.4M
Employees
2
Clients
1
Accounts
121
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 4, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CURRAN, JAMES, MICHAEL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, MICHAEL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CURRAN, JAMES, MICHAEL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 4, 2013 REGISTERED
Notice Filings (1)
WI
Address
424 S MONROE AVE SUITE 101GREEN BAY, WI 54301
United States
Phone: 920-435-2555