Overview
Assets Under Management: $278 million
Headquarters: ALBEMARLE, NC
High-Net-Worth Clients: 157
Average Client Assets: $666,765
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.62
Average High-Net-Worth Client Assets: $666,765
Total Client Accounts: 811
Discretionary Accounts: 811
Regulatory Filings
CRD Number: 117592
Filing ID: 1981218
Last Filing Date: 2025-04-23 21:39:00
Website: https://uwharrie.com