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E2I FINANCIAL GROUP, LLC

CRD 167078

Visit website

13850 BALLANTYNE CORP PLACE, SUITE 500, CHARLOTTE, NC, 28277, United States

Phone

704-957-7629

Fax

866-370-3486

Registration

— (—)

Source

State registered

Total AUM

$31.5M

Discretionary AUM

$31.5M

Team

1 total employees; 1 advisory reps; 54 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals96$31.5M

All web addresses on file

Official SEC filing: View on IAPD