Overview
Assets Under Management: $346 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 98
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,115
Discretionary Accounts: 937
Non-Discretionary Accounts: 178
Regulatory Filings
CRD Number: 290298
Filing ID: 1953077
Last Filing Date: 2025-03-31 12:25:00
Website: https://emailfpl.com