1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CLIENT FIRST ADVISORS, LLC

Map pinCHAPEL HILL, NC
Phone919 942-7979
NotebookSEC #801-72804
Total AUM
$33.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1414 RALEIGH ROAD
SUITE #427
CHAPEL HILL
NC 27517
United States
Operating Hours
8:30 AM- 5:00 PM
Monday - Friday
Phone
919 942-7979

ReceiptFinancials

Total AUM
$33.3M
Accounts
100
Discretionary
$19.1M
Accounts
77
Non-Discretionary
$14.2M
Accounts
23

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNJ

HandshakeAffiliates

View all affiliates →

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

Feature requires an account