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Building 2COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

Map pinPINEHURST, NC
Phone(910) 621-3371
NotebookSEC #801-135570
Total AUM
$100.3M
Employees
4
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 DOWD CIR
SUITE B
PINEHURST
NC 28374
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
(910) 621-3371

ReceiptFinancials

Total AUM
$100.3M
Accounts
324
Discretionary
$100.3M
Accounts
324
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$44.9M
HNW Individual Clients
30
AUM
$55M
Corporation or Business Clients
1
AUM
$419.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJSCTX

HandshakeAffiliates

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

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