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Building 2TEAM WEALTH PLANNING AND MANAGEMENT, INC.

Map pinCHAPEL HILL, NC
Phone919-942-8145
NotebookSEC #801-67582
Total AUM
$46.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1525 EAST FRANKLIN STREET
CHAPEL HILL
NC 27514
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
919-942-8145

ReceiptFinancials

Total AUM
$46.6M
Accounts
468
Discretionary
$46.6M
Accounts
468
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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