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Building 2PURSUIT WEALTH STRATEGIES, LLC

Map pinRALEIGH, NC
Phone919-847-7600
NotebookSEC #801-134423
Total AUM
$457.5M
Employees
7
Clients
485

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8311 BANDFORD WAY
SUITE 105
RALEIGH
NC 27615
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
919-847-7600

ReceiptFinancials

Total AUM
$457.5M
Accounts
2,121
Discretionary
$311.1M
Accounts
1,676
Non-Discretionary
$146.4M
Accounts
445

ContactClients

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Individual Clients
297
AUM
$88.2M
HNW Individual Clients
186
AUM
$364.9M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Charitable Organization Clients
1
AUM
$849.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMDNCNHNJSCTXVA

HandshakeAffiliates

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

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