Overview

Assets Under Management: $340 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 99
Average Client Assets: $3 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Clients

Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.07
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 189
Discretionary Accounts: 189

Regulatory Filings

CRD Number: 134200
Last Filing Date: 2024-12-09 00:00:00
Website: https://armorinvestmentadvisors.com