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

Building 2TWIN CITY PRIVATE WEALTH, LLC

Map pinWINSTON-SALEM, NC
Phone336-930-9494
NotebookSEC #801-130041
Total AUM
$151.3M
Employees
10
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 N MAIN STREET
SUITE 1902
WINSTON-SALEM
NC 27101
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
336-930-9494
Other Offices
1

ReceiptFinancials

Total AUM
$151.3M
Accounts
538
Discretionary
$151.3M
Accounts
538
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
252
AUM
$78.6M
HNW Individual Clients
39
AUM
$72.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

View all affiliates →

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

Feature requires an account