Investment adviser · CRD 107236
MCSHANE PARTNERS
Investment adviser filing (IA)
FIRST PERSONAL FINANCIAL SERVICES INC
CHARLOTTE, NC, United States · Form ADV filed Mar 18, 2024
- Regulatory AUM
- $709M Form ADV · Item 5.F
- Client accounts
- 315 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 195 | $659,500,000 | 93.0% |
| Individuals | 120 | $49,500,000 | 7.0% |
Filing source
Form ADV 1842257 · Mar 18, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 18, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
2150 PARK DR.CHARLOTTE, NC, 28204, United States
CRD 107236
Filing source
Form ADV 1842257 · Mar 18, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.