MAYBRY MCSHANE FAMILY OFFICES, LLC
CRD #281882 SEC #801-107012 CHARLOTTE, NC 980-585-3360
SEC Registered
Total AUM
$908.8M
Discretionary
$378.3M
Employees
4
Clients
1
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $908.8M | $378.3M | $530.5M | 4 | 1 |
| Mar 2017 | $498M | $283.5M | $214.5M | 4 | 1 |
| Feb 2016 | $660.6M | $225M | $435.5M | 5 | 0 |
| Dec 2015 | $0 | $0 | $0 | 5 | 0 |
| Nov 2015 | $0 | $0 | $0 | 5 | 0 |
DateMar 2018
Total AUM$908.8M
Discretionary$378.3M
Non-Disc.$530.5M
Employees4
Clients1
DateMar 2017
Total AUM$498M
Discretionary$283.5M
Non-Disc.$214.5M
Employees4
Clients1
DateFeb 2016
Total AUM$660.6M
Discretionary$225M
Non-Disc.$435.5M
Employees5
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0