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Building 2OLD PEAK FINANCE

Map pinCHAPEL HILL, NC
Phone919 459 8181
NotebookSEC #801-109968
Total AUM
$714.1M
Employees
9
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 EUROPA DRIVE
SUITE 410
CHAPEL HILL
NC 27517
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
919 459 8181

ReceiptFinancials

Total AUM
$714.1M
Accounts
674
Discretionary
$480.5M
Accounts
560
Non-Discretionary
$233.5M
Accounts
114

ContactClients

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Individual Clients
67
AUM
$23M
HNW Individual Clients
107
AUM
$685.8M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANCNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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