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FALCON FINANCIAL
FALCON INVESTMENT STRATEGIES LLC
CRD 160615
200 STATESVILLE BLVD, #1001, SALISBURY, NC, 28144, United States
Phone
704-603-4177
Fax
704-745-0125
Registration
— (—)
Source
State registered
Total AUM
$101.4M
Discretionary AUM
$101.4M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS
Org form
Limited Liability Company
Filing date
2026-02-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 294 | $40.2M |
| High net worth individuals | 29 | $57.2M |
| Corporations/business entities | 19 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD