Overview
Assets Under Management: $340 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 99
Average Client Assets: $3 million
Frequently Asked Questions
ARMOR INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134200), ARMOR INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
ARMOR INVESTMENT ADVISORS, LLC is headquartered in RALEIGH, NC.
ARMOR INVESTMENT ADVISORS, LLC serves 99 high-net-worth clients according to their SEC filing dated December 09, 2024. View client details ↓
According to their SEC Form ADV, ARMOR INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ARMOR INVESTMENT ADVISORS, LLC manages $340 million in client assets according to their SEC filing dated December 09, 2024.
According to their SEC Form ADV, ARMOR INVESTMENT ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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