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Building 2EQV ADVISORY, LLC

Map pinRALEIGH, NC
Phone919-842-3000
NotebookSEC #801-134372
Total AUM
$106.8M
Employees
6
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 WEST NORTH ST.
SUITE 112
RALEIGH
NC 27603
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
919-842-3000

ReceiptFinancials

Total AUM
$106.8M
Accounts
122
Discretionary
$72.3M
Accounts
115
Non-Discretionary
$34.4M
Accounts
7

ContactClients

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Individual Clients
7
AUM
$2.1M
HNW Individual Clients
11
AUM
$62.1M
Corporation or Business Clients
3
AUM
$42.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER BASED ENGAGEMENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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