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Building 2COUNTERWEIGHT PRIVATE WEALTH

Map pinWILMINGTON, NC
Phone919-726-6124
NotebookSEC #801-128694
Total AUM
$207.2M
Employees
3
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
404 N. 3RD STREET
SUITE 107
WILMINGTON
NC 28401
United States
Operating Hours
9:00 AM TO 4 PM
Monday - Friday
Phone
919-726-6124
Other Offices
2

ReceiptFinancials

Total AUM
$207.2M
Accounts
417
Discretionary
$207.2M
Accounts
417
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$7.8M
HNW Individual Clients
57
AUM
$199.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTX

HandshakeAffiliates

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

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