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Building 2PEACE OF MIND WEALTH MANAGEMENT

Map pinRALEIGH, NC
Phone919-787-8866
NotebookSEC #801-122681
Total AUM
$283.3M
Employees
18
Clients
329

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4101 LAKE BOONE TRAIL
SUITE 111
RALEIGH
NC 27607
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
919-787-8866
Other Offices
2

ReceiptFinancials

Total AUM
$283.3M
Accounts
877
Discretionary
$283.3M
Accounts
877
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
174
AUM
$104.6M
HNW Individual Clients
150
AUM
$175.7M
Pension/Profit Sharing Plan Clients
5
AUM
$3.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCPASCTXUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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