Brc Wealth Management, LLC
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About this Advisor
Dimitri Triantafyllides is a chartered financial analyst working in Concord, North Carolina with a total of 3 years of industry experience. Triantafyllides is currently employed by Brc Wealth Management, LLC. During their career, the advisor has held roles at Forest Capital, Sixty Guilders Management, LLC and Brc Wealth Management LLC Dba Forest Capital. Triantafyllides holds a Series 63 license, designating them as a securities broker, and is registered to operate in North Carolina. Brc Wealth Management, LLC is a financial advisory firm that has its headquarters in Concord, NC. It handles $157 million in assets between its 343 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 343 accounts, 85% belong to high-net-worth clients who have greater than $1 million in assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on the type of services offered. However, fee types billed by Brc Wealth Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
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Brc Wealth Management, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Dimitri Triantafyllides Work History
Dimitri has been registered as a financial advisor for 3 years.*
Brc Wealth Management LLC Dba Forest Capital
Sixty Guilders Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Dimitri Triantafyllides to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brc Wealth Management, LLC
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