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Building 2UWHARRIE INVESTMENT ADVISORS, INC.

Map pinALBEMARLE, NC
Phone704-983-5959
NotebookSEC #801-63767
Total AUM
$337.8M
Employees
14
Clients
876

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
132 NORTH FIRST STREET
ALBEMARLE
NC 28001
United States
Operating Hours
9:00AM- 5:00PM
Monday - Friday
Phone
704-983-5959
Other Offices
4

ReceiptFinancials

Total AUM
$337.8M
Accounts
877
Discretionary
$337.8M
Accounts
877
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
609
AUM
$137.4M
HNW Individual Clients
228
AUM
$152.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M
Charitable Organization Clients
27
AUM
$30.7M
Corporation or Business Clients
11
AUM
$14M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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