Tiverton Advisors, LLC
North Carolina
Registered In
10/23/2012
Incorp. Date
Company Summary
Tiverton Advisors, LLC at 6135 Park South Dr, Charlotte, Nc 28210 lists David C Chattleton of Raleigh, NC as the associate.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Chattleton, David
Registered Agent
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301 HILLSBOROUGH ST STE 1020, RALEIGH, NC 27603
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David C Chattleton
Manager
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301 HILLSBOROUGH ST STE 1020, RALEIGH, NC 27603
(View Past Addresses)
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301 HILLSBOROUGH ST STE 1020, RALEIGH, NC 27603
(Mailing)
View Map
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Financial Information for Tiverton Advisors, LLC
Form 5500
TIVERTON ADVISORS LLC
911 North West Street Suite 207, Raleigh, Nc 27603 (585) 355-7923 EIN:46-1269551 Plan Admin:Erisa Fiduciary Services, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTIVERTON ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY19 / 28 Assets BOY/EOY$577,126 / $1,425,856 | 2023 | TIVERTON ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 19 / 28 | $577,126 / $1,425,856 |
| 2022 | Plan NameTIVERTON ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY24 / 29 Assets BOY/EOY$438,002 / $577,126 | 2022 | TIVERTON ADVISORS, LLC 401(K) PLAN - Plan #001 | 24 / 29 | $438,002 / $577,126 |
| 2021 | Plan NameTIVERTON ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY16 / 24 Assets BOY/EOY$194,093 / $438,002 | 2021 | TIVERTON ADVISORS, LLC 401(K) PLAN - Plan #001 | 16 / 24 | $194,093 / $438,002 |
| 2020 | Plan NameTIVERTON ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 16 Assets BOY/EOY$0 / $194,093 | 2020 | TIVERTON ADVISORS, LLC 401(K) PLAN - Plan #001 | 0 / 16 | $0 / $194,093 |
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor
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