Investment adviser · CRD 150580

ANLYAN & HIVELY PRIVATE CLIENT GROUP, LLC

Investment adviser filing (IA)

WILMINGTON, NC, United States · Form ADV filed Feb 14, 2017

Regulatory AUM
$111M
Form ADV · Item 5.F
Client accounts
385
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 14, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

131 RACINE DRIVE, SUITE 250
WILMINGTON, NC, 28403, United States

CRD 150580

Filing source

Form ADV 1072267 · Feb 14, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.