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Building 2PINAFORE WEALTH COUNSEL INC.

Map pinDURHAM, NC
Phone919-213-0458
NotebookSEC #801-130577
Total AUM
$173.6M
Employees
2
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3622 LYCKAN PKWY
STE 3004
DURHAM
NC 27707
United States
Operating Hours
9 A.M. - 5 P.M. EST
Monday - Friday
Phone
919-213-0458
Other Offices
1

ReceiptFinancials

Total AUM
$173.6M
Accounts
325
Discretionary
$161.1M
Accounts
302
Non-Discretionary
$12.5M
Accounts
23

ContactClients

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Individual Clients
51
AUM
$20.9M
HNW Individual Clients
49
AUM
$150M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Charitable Organization Clients
4
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMONC

HandshakeAffiliates

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

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