Banc Of America Advisors, LLC is a large advisory firm based in Charlotte. It manages $152.77 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.
Banc Of America Advisors provides portfolio management for investment companies and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Banc Of America Advisors, LLC is $152.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Banc Of America Advisors, LLC for their services and products based on a percentage of assets under management. 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.
Robert Harry Gordon has been acting as President since 1 Feb 1998. Mary Anne Mullin joined the executive team most recently as the Compliance Officer.
The principal office where Banc Of America Advisors, LLC performs its advisory services is located at 101 S. Tryon St., Charlotte, NC 28255, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 704-386-0495 or by fax 704-388-2187. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday.