1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PARABLA, LLC

Map pinOAK RIDGE, NC
Phone336-803-2825
NotebookSEC #801-127129
Total AUM
$17.8M
Employees
1
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8004 LINVILLE RD.
SUITE D-4
OAK RIDGE
NC 27310
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
336-803-2825

ReceiptFinancials

Total AUM
$17.8M
Accounts
110
Discretionary
$17.5M
Accounts
102
Non-Discretionary
$312.8K
Accounts
8

ContactClients

View more in analytics →

Individual Clients
25
AUM
$5.1M
HNW Individual Clients
6
AUM
$11.3M
Pension/Profit Sharing Plan Clients
1
AUM
$312.8K
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

View all affiliates →

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

Feature requires an account