Overview
Assets Under Management: $623 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 4
Average Client Assets: $47 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.47
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 1,480
Discretionary Accounts: 1,366
Non-Discretionary Accounts: 114
Regulatory Filings
CRD Number: 311528
Filing ID: 1961269
Last Filing Date: 2025-03-27 15:35:00
Website: https://oh-wp.com