Investment adviser · CRD 298775
RALEIGH INVESTMENT CONSULTANT LLC
Investment adviser filing (IA)
RALEIGH, NC, United States · Form ADV filed Feb 8, 2021
- Regulatory AUM
- $293K Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | $292,890 | 100.0% |
Filing source
Form ADV 1489665 · Feb 8, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Feb 8, 2021. View historical filings
Reported services
Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2301 REXWOODS DR, STE 100RALEIGH, NC, 27607, United States
CRD 298775
Filing source
Form ADV 1489665 · Feb 8, 2021 · 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.