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Building 2TRADEWINDS, LLC

Map pinRALEIGH, NC
Phone984.257.9091
NotebookSEC #801-122614
Total AUM
$659.4M
Employees
12
Clients
506

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4600 MARRIOTT DR.
SUITE 200
RALEIGH
NC 27612
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
984.257.9091

ReceiptFinancials

Total AUM
$659.4M
Accounts
1,672
Discretionary
$659.4M
Accounts
1,672
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
328
AUM
$117.1M
HNW Individual Clients
167
AUM
$518.3M
Pension/Profit Sharing Plan Clients
10
AUM
$14.9M
Corporation or Business Clients
1
AUM
$9.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CONCNHNYSCTXVA

HandshakeAffiliates

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

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