Investment adviser · CRD 342848
OLDE RALEIGH FINANCIAL GROUP
Investment adviser filing (IA)
AMI ENTERPRISES INC.
RALEIGH, NC, United States · Form ADV filed Jul 17, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: Jul 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
3110 EDWARDS MILL ROAD, SUITE 340RALEIGH, NC, 27612, United States
CRD 342848
Filing source
Form ADV 2117804 · Jul 17, 2026 · 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.