Overview
Assets Under Management: $140 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA 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 #118943), HOLLINGSWORTH AVENT AVERRE & PURVIS, PA is subject to fiduciary duty under federal law.
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA is headquartered in RALEIGH, NC.
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA serves 49 high-net-worth clients according to their SEC filing dated February 17, 2025. View client details ↓
According to their SEC Form ADV, HOLLINGSWORTH AVENT AVERRE & PURVIS, PA offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA manages $140 million in client assets according to their SEC filing dated February 17, 2025.
According to their SEC Form ADV, HOLLINGSWORTH AVENT AVERRE & PURVIS, PA serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.61
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 157
Discretionary Accounts: 157
Regulatory Filings
CRD Number: 118943
Last Filing Date: 2025-02-17 00:00:00
Website: https://haacpa.com