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Building 2VISIONQUEST WEALTH MANAGEMENT, LLC

Map pinRALEIGH, NC
Phone919-433-3560
NotebookSEC #801-107528
Total AUM
$174.9M
Employees
13
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
112 E. HARGETT STREET
SUITE B
RALEIGH
NC 27601
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
919-433-3560

ReceiptFinancials

Total AUM
$174.9M
Accounts
1,032
Discretionary
$2.1M
Accounts
5
Non-Discretionary
$172.8M
Accounts
1,027

ContactClients

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNCNYPASCTXVA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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