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TRIANGLE WEALTH MANAGEMENT
1301 Annapolis Drive
Raleigh, North Carolina 27608
Tel: 919-838-3221
About TRIANGLE WEALTH MANAGEMENT
TRIANGLE WEALTH MANAGEMENT, formally registered with the SEC as TRIANGLE WEALTH MANAGEMENT. The firm was established in 09/15/2008. They have over 1 offices throughout the country.
TRIANGLE WEALTH MANAGEMENT is a Raleigh, North Carolina based Financial Planning firm with nearly $967,800,990 assets under management, offering retirement planning & investment advisory services to 1086 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 148156 |
| SEC# | 801-69531 |
| Assets Managed by Firm | $967,800,990 |
| No. of Clients | 1086 |
| No. of Advisors | 14 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1086 | $967,800,990 |
| Individuals (other than high net worth individuals) | 280 | $131,895,972 |
| High net worth individuals | 241 | $819,699,958 |
| Charitable organizations | 6 | $11,070,662 |
| Corporations or other businesses | 0 | $5,134,398 |
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