Adviser Profile
| As of Date | 05/27/2020 |
| Registration status | Terminated |
| ADV Location | RALEIGH, NC, United States |
| AUM* | 141,453,548 |
| of that, discretionary | 141,453,548 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 510,663 |
| % High Net Worth | 44.35% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
141M
121M
101M
81M
61M
40M
20M
2018
2019
2020
Private Funds
No private funds