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Building 2HUNTER STREET INVESTMENT ADVISORS LLC

Map pinAPEX, NC
Phone919-589-4040
NotebookSEC #801-131679
Total AUM
$166.4M
Employees
8
Clients
352

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
56 HUNTER STREET
SUITE 210
APEX
NC 27502
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
919-589-4040

ReceiptFinancials

Total AUM
$166.4M
Accounts
889
Discretionary
$166.4M
Accounts
889
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
350
AUM
$136.8M
HNW Individual Clients
2
AUM
$29.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
3RD PARTY TAX PREPARATION
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNCNY

HandshakeAffiliates

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

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