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Building 2HOLLINGSWORTH AVENT AVERRE & PURVIS, PA

Map pinRALEIGH, NC
Phone919-848-4100
NotebookSEC #801-113444
Total AUM
$177.4M
Employees
3
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 W. MILLBROOK ROAD
RALEIGH
NC 27609
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
919-848-4100

ReceiptFinancials

Total AUM
$177.4M
Accounts
152
Discretionary
$177.4M
Accounts
152
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$31.5M
HNW Individual Clients
44
AUM
$139.4M
Pension/Profit Sharing Plan Clients
4
AUM
$5.7M
Corporation or Business Clients
2
AUM
$784.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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