Overview
Assets Under Management: $134 million
Headquarters: APEX, NC
High-Net-Worth Clients: 2
Average Client Assets: $12 million
Frequently Asked Questions
HUNTER STREET 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 #145334), HUNTER STREET INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
HUNTER STREET INVESTMENT ADVISORS LLC is headquartered in APEX, NC.
HUNTER STREET INVESTMENT ADVISORS LLC serves 2 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, HUNTER STREET INVESTMENT ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
HUNTER STREET INVESTMENT ADVISORS LLC manages $134 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, HUNTER STREET INVESTMENT ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.96
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 675
Discretionary Accounts: 675
Regulatory Filings
CRD Number: 145334
Filing ID: 1969589
Last Filing Date: 2025-03-28 10:01:00
Website: https://hsiadvisors.net