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Building 2ANLYAN & HIVELY PRIVATE CLIENT GROUP, LLC

Map pinWILMINGTON, NC
Phone888-223-2979
NotebookSEC #801-70436
Total AUM
$110.6M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
131 RACINE DRIVE, SUITE 250
WILMINGTON
NC 28403
United States
Operating Hours
M-TH 9:00 AM - 5:00 PM; F 9:00 AM -4:00 PM
Monday - Friday
Phone
888-223-2979

ReceiptFinancials

Total AUM
$110.6M
Accounts
385
Discretionary
$106.2M
Accounts
382
Non-Discretionary
$4.5M
Accounts
3

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
OUTSOURCED CIO SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

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

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