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TARHEEL ADVISORS, LLC
CHAPEL HILL, NC
984-271-1993
SEC #801-131916Total AUM
$137.8M
Employees
2Clients
147Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
600 MARKET ST
STE G2
CHAPEL HILL
NC 27516
United States
STE G2
CHAPEL HILL
NC 27516
United States
Operating Hours
APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
984-271-1993
Other Offices
3
Financials
Total AUM
$137.8M
Accounts
389Discretionary
$121.6M
Accounts
380Non-Discretionary
$16.2M
Accounts
9
Clients
Individual Clients
81AUM
$25.9M
HNW Individual Clients
57AUM
$97M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
2AUM
$14.9M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$40.5K
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NC
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.