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Fta Asset Management, LLC

● SEC registered since 2024CRD 332377SEC# 801-131148Charlotte, NC
Export (members)
Reg. AUM
$123.2M
Employees
10
Accounts
7
Location
Charlotte, NC

Fta Asset Management, LLC assets under management

Fta Asset Management, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2024. It reports $123.2 million in regulatory assets under management and employs 10 people.
www.firsttryon.comView on SEC.gov ↗

Fta Asset Management, LLC owners & executives

11 reported
NameTitleOwnershipSince
Brunnemer & Co ControlMember50-75%2024
Fta1,llc ControlMember50-75%2024
Heber Keith Brunnemer ControlCeo, CcoUnder 5%2024
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Frequently asked questions

How much does Fta Asset Management, LLC manage?

Fta Asset Management, LLC reports $123.2 million in regulatory assets under management on its Form ADV.

How many employees does Fta Asset Management, LLC have?

Fta Asset Management, LLC reports 10 employees.

Where is Fta Asset Management, LLC located?

Fta Asset Management, LLC is based in Charlotte, NC and has been SEC-registered since 2024.

Does Fta Asset Management, LLC disclose fund performance?

Fta Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6101 Carnegie Blvd, Suite 210, Charlotte, NC 28209
Phone704-926-2453
Office hours9-5p.m. Et
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$123.2M
Total (RAUM)$123.2M