Overview
Assets Under Management: $1.3 billion
Headquarters: ROCKY MOUNT, NC
High-Net-Worth Clients: 26
Average Client Assets: $47 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.32
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 770
Discretionary Accounts: 206
Non-Discretionary Accounts: 564
Regulatory Filings
CRD Number: 161683
Last Filing Date: 2025-02-19 00:00:00