Nicole
Gokey
Biltmore Family Office, LLC
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About this Advisor
Nicole Gokey is a financial advisor based in Charlotte, North Carolina, working with Biltmore Family Office, LLC. Nicole has previously held positions at Genspring Family Offices, LLC and Biltmore Family Office, LLC. Nicole has passed the Series 65 regulatory exam and is registered to provide services in Florida and North Carolina. Currently, Nicole is part of Biltmore Family Office, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 20 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Biltmore Family Office, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Biltmore Family Office, LLC Brokerage Details
$2,892,462,654
20
981
$2,948,484
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Nicole Gokey Work History
Biltmore Family Office, LLC
Genspring Family Offices, LLC
Disclosures
Please visit the SEC profile of Nicole Gokey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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