UWHARRIE INVESTMENT ADVISORS, INC.

132 North First Street
Albemarle, North Carolina 28001
Tel: 704-983-5959

About UWHARRIE INVESTMENT ADVISORS, INC.

UWHARRIE INVESTMENT ADVISORS, INC, formally registered with the SEC as UWHARRIE INVESTMENT ADVISORS, INC. The firm was established in 01/03/2005. They have over 5 offices throughout the country.

UWHARRIE INVESTMENT ADVISORS, INC. is a Albemarle, North Carolina based Financial Planning firm with nearly $224,721,607 assets under management, offering retirement planning & investment advisory services to 764 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117592
SEC#	801-63767
Assets Managed by Firm	$224,721,607
No. of Clients	764
No. of Advisors	17

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	764	$224,721,607
Individuals (other than high net worth individuals)	602	$119,145,705
High net worth individuals	134	$77,222,313
Pension and profit sharing plans	Fewer than 5 clients	$2,648,741
Charitable organizations	19	$22,465,577
Corporations or other businesses	7	$3,239,271

More Retirement Planning firms in Albemarle, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Albemarle, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.