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

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BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

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