Ritholtz

Charlotte, North Carolina

Call (212) 625-1200 Visit website →

About

Ritholtz is an investment management and wealth management firm based in Charlotte, North Carolina. The firm provides investment management and retirement planning services. Team members hold the CLU credential.

Specialties

Investment Management Retirement Planning Wealth Management

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

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