Adviser Profile
| As of Date | 04/28/2024 |
| Registration status | Registration Changed to TWIN CITY PRIVATE WEALTH, LLC |
| ADV Location | WINSTON-SALEM, NC, United States |
| Contact Info | 336 xxxxxxx |
| Websites |
| AUM* | 110,872,763 |
| of that, discretionary | 110,872,763 |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 258,445 |
| % High Net Worth | 14.55% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds