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Greer & Walker Investment Advisors, LLC (Charlotte)


Greer & Walker Investment Advisors, LLC is a large advisory firm based in Charlotte. It manages $271.89 million of regulatory assets for 260 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of North Carolina.

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Greer & Walker Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greer & Walker Investment Advisors: assets under management

The assets under management (AUM) of Greer & Walker Investment Advisors, LLC is $271.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $271.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.05 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greer & Walker Investment Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlotte

The principal office where Greer & Walker Investment Advisors, LLC performs its advisory services is located at 227 West Trade Street, Charlotte, NC 28202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704.377.0239 or by fax 704.377.8663. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.gwllp.com.


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