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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tarheel Advisors LLC
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|---|---|
| CRD # | 149308 |
| SEC # | 801-131916 |
| CIK # | |
| AUM | $117.6 M (2025-01-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 336-510-7255 |
| Address | 3300 Battleground Ave Greensboro, NC 27410 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 21.7 |
| (b) Individuals (high net worth individuals) | 53 | 82.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 13.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 372 | 117.6 |
| By Discretionary | ||
| Discretionary | 363 | 103.7 |
| Non-Discretionary | 9 | 14.0 |
| Total | 372 | 117.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 117.4 | |
| Total | 372 | 117.6 |
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|---|---|---|
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OK | 0.1 |
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0.1 | |
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TX | 0.1 |
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Irvine Wealth Planning Strategies LLC
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|
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PR | 0.1 |
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TX | 0.1 |
|
Seaborn Financial LLC
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0.1 | |
|
Konza Global Advisory LLC
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KS | 0.1 |