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Building 2MID-ATLANTIC SECURITIES, INC.

Map pinRALEIGH, NC
Phone919-783-7787
NotebookSEC #801-68907
Total AUM
$21.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4001 BARRETT DRIVE
SUITE 100
RALEIGH
NC 27609
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
919-783-7787

ReceiptFinancials

Total AUM
$21.6M
Accounts
149
Discretionary
$21.6M
Accounts
149
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations

None reported

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

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