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Building 2AIM ADVISORS, LLC

Map pinRALEIGH, NC
Phone919-758-8911
NotebookSEC #801-127447
Total AUM
$158.2M
Employees
5
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
421 N. HARRINGTON STREET, SUITE 630
RALEIGH
NC 27603
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
919-758-8911

ReceiptFinancials

Total AUM
$158.2M
Accounts
482
Discretionary
$156.7M
Accounts
479
Non-Discretionary
$1.5M
Accounts
3

ContactClients

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Individual Clients
130
AUM
$42.1M
HNW Individual Clients
56
AUM
$115.3M
Corporation or Business Clients
1
AUM
$806.8K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNY

HandshakeAffiliates

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

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