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Building 2ETON ADVISORS, LP

Map pinCHAPEL HILL, NC
Phone919-442-1550
NotebookSEC #801-70291
Total AUM
$1.5B
Employees
13
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5915 FARRINGTON ROAD
SUITE 202
CHAPEL HILL
NC 27517
United States
Operating Hours
8:30 A.M. - 5:30 P.M. (EASTERN)
Monday - Friday
Phone
919-442-1550

ReceiptFinancials

Total AUM
$1.5B
Accounts
135
Discretionary
$976.7M
Accounts
112
Non-Discretionary
$478.3M
Accounts
23

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
FLILMAMDNCNYSC

HandshakeAffiliates

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

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