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Building 2CHAPEL HILL INVESTMENT ADVISORS

Map pinCHAPEL HILL, NC
Phone919-401-3500
NotebookSEC #801-64616
Total AUM
$35.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6320 QUADRANGLE DRIVE
SUITE 310
CHAPEL HILL
NC 27517
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
919-401-3500

ReceiptFinancials

Total AUM
$35.8M
Accounts
99
Discretionary
$35.4M
Accounts
92
Non-Discretionary
$400K
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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