1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TOLLEY FINANCIAL GROUP, LLC

Map pinRALEIGH, NC
Phone919-747-9698
NotebookSEC #801-136207
Total AUM
$121.9M
Employees
1
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7101 CREEDMOOR ROAD
SUITE 123
RALEIGH
NC 27613
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
919-747-9698

ReceiptFinancials

Total AUM
$121.9M
Accounts
448
Discretionary
$121.9M
Accounts
448
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
139
AUM
$53.5M
HNW Individual Clients
31
AUM
$53M
Pension/Profit Sharing Plan Clients
15
AUM
$9.6M
Insurance Company Clients
7
AUM
$5.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSNCSCTXUT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account