| As of Date | 03/29/2024 |
| Registration status | Terminated |
| ADV Location | RALEIGH, NC, United States |
| Contact Info | 984 xxxxxxx |
| Websites |
| AUM* | 1,403,785,530 28% |
| of that, discretionary | 1,403,488,084 28% |
| Private Fund GAV* | 0 |
| Avg Account Size | 804,001 -52% |
| % High Net Worth | 36.81% -16% |
| SMA’s | Yes |
| Private Funds | 0 3 |
Number of Employees 23 15%
of those in investment advisory functions 17 21%
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)