Overview
Assets Under Management: $140 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 49
Average Client Assets: $3 million
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