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Building 2RALEIGH INVESTMENT CONSULTANT LLC

Map pinRALEIGH, NC
Phone919-373-5454
NotebookSEC #801-117081
Total AUM
$292.9K
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2301 REXWOODS DR
STE 100
RALEIGH
NC 27607
United States
Operating Hours
5 PM TO 7 PM
Monday - Friday
Phone
919-373-5454

ReceiptFinancials

Total AUM
$292.9K
Accounts
4
Discretionary
$292.9K
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$292.9K

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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