Adviser Profile
| As of Date | 02/05/2025 |
| Registration status | Registration Changed to TARHEEL ADVISORS, LLC |
| ADV Location | GREENSBORO, NC, United States |
| Contact Info | 336 xxxxxxx |
| Websites |
| AUM* | 117,616,190 40% |
| of that, discretionary | 103,665,723 40% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 316,173 25% |
| % High Net Worth | 36.55% 3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds