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Building 2TIMONIER

Map pinWINSTON SALEM, NC
Phone336-725-5010
NotebookSEC #801-70341
Total AUM
$450.3M
Employees
8
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 REYNOLDA VILLAGE
SUITE B
WINSTON SALEM
NC 27106
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
336-725-5010

ReceiptFinancials

Total AUM
$450.3M
Accounts
707
Discretionary
$408M
Accounts
695
Non-Discretionary
$42.3M
Accounts
12

ContactClients

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Individual Clients
86
AUM
$25.5M
HNW Individual Clients
100
AUM
$382.5M
Pension/Profit Sharing Plan Clients
12
AUM
$42.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANCSCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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