HOLLINGSWORTH AVENT AVERRE & PURVIS, PA

300 W. Millbrook Road
Raleigh, North Carolina 27609
Tel: 919-848-4100

About HOLLINGSWORTH AVENT AVERRE & PURVIS, PA

HOLLINGSWORTH AVENT AVERRE & PURVIS, PA, formally registered with the SEC as HOLLINGSWORTH AVENT AVERRE & PURVIS, PA. The firm was established in 06/18/2018. They have over 1 offices throughout the country.

HOLLINGSWORTH AVENT AVERRE & PURVIS, PA is a Raleigh, North Carolina based Financial Planning firm with nearly $140,492,903 assets under management, offering retirement planning & investment advisory services to 157 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118943
SEC#	801-113444
Assets Managed by Firm	$140,492,903
No. of Clients	157
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	157	$140,492,903
Individuals (other than high net worth individuals)	42	$11,065,031
High net worth individuals	51	$124,806,291
Pension and profit sharing plans	4	$4,095,281
Corporations or other businesses	1	$526,300

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