Charlotte Financial Services - Ownership and Business Overview

Financial ServicesCompany

Charlotte Financial Services Ownership

Who owns Charlotte Financial Services?

Charlotte Financial Services is owned by Ty J. Young Wealth Management. It was acquired on December 13, 2022.

Charlotte Financial Services Business Overview

Where is Charlotte Financial Services headquartered?

Charlotte Financial Services is headquartered in Matthews, North Carolina.

What sector is Charlotte Financial Services in?

Charlotte Financial Services is a financial services company.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 232 acquisitions of financial services companies in 2022, including 24 acquisitions by private equity firms, and 208 by strategics.

Charlotte Financial Services

Charlotte Financial Services LLC

Matthews, North Carolina 28104
United States,

Charlotte Financial Services provides retirement planning and wealth management to investors throughout North Carolina. Charlotte Financial Services is based in Matthews, North Carolina.


Company Summary

SECTOR

Financial Services

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