OLDE RALEIGH FINANCIAL GROUP
  • OLDE RALEIGH FINANCIAL GROUP
  • AMI ENTERPRISES INC.
  • AMI INC

Adviser Profile

As of Date 07/17/2026
Registration SEC, 120-Day Approval, 07/02/2026
ADV Location RALEIGH, NC, United States
Contact Info 919 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 7
of those in investment advisory functions 4
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees