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Building 2MASONBORO ADVISORS

Map pinWILMINGTON, NC
Phone910-742-0509
NotebookSEC #801-133988
Total AUM
$206.5M
Employees
9
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5815 OLEANDER DRIVE
SUITE 260
WILMINGTON
NC 28403
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
910-742-0509
Other Offices
4

ReceiptFinancials

Total AUM
$206.5M
Accounts
564
Discretionary
$206.5M
Accounts
564
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
159
AUM
$50.2M
HNW Individual Clients
69
AUM
$155.6M
Charitable Organization Clients
1
AUM
$708.1K
Corporation or Business Clients
1
AUM
$11

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
CAGALANCSCVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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