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Building 2SLP WEALTH

Map pinDURHAM, NC
Phone(910) 315-0973
NotebookSEC #801-127646
Total AUM
$63.7M
Employees
22
Clients
1,657

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 SOUTH MANGUM ST
SUITE 100
DURHAM
NC 27701
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(910) 315-0973
Other Offices
15

ReceiptFinancials

Total AUM
$63.7M
Accounts
1,895
Discretionary
$63.7M
Accounts
1,895
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,641
AUM
$57.8M
HNW Individual Clients
16
AUM
$5.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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