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

Building 2WRENN FINANCIAL STRATEGIES, INC.

Map pinRALEIGH, NC
Phone919-848-9999
NotebookSEC #801-57183
Total AUM
$225.4M
Employees
3
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8352 SIX FORKS ROAD, SUITE 201
RALEIGH
NC 27615
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
919-848-9999

ReceiptFinancials

Total AUM
$225.4M
Accounts
472
Discretionary
$187M
Accounts
428
Non-Discretionary
$38.4M
Accounts
44

ContactClients

View more in analytics →

Individual Clients
120
AUM
$42.2M
HNW Individual Clients
63
AUM
$177.2M
Pension/Profit Sharing Plan Clients
1
AUM
$6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account