Triangle Securities Wealth Management

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CAFR Data
Triangle Securities Wealth Management
CRD #148156
SEC #801-69531
CIK #1541353
AUM $839.0 MM (100% Disc, 100% US, 2020-03-30)
Employees13 (85% Investors, 0% Brokers)
Phone919-838-3221
Address1301 Annapolis Drive
Raleigh, NC 27608
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
84067250433616802007201120162021
Sector Issuer Cap ($MM) Value ($MM)
SCHM 7.7
IJS 7.7
VGT 6.6
MSFT 1,376,930.0 4.2
LOW 93,300.0 3.9
GOOG 967,290.0 3.4
XOM 194,220.0 3.3
JPM 291,970.0 3.3
JNJ 381,110.0 3.2
DIS 218,470.0 3.1
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Comparable Firms State AUM ($BB)
Capitol Securities Management Inc
VA 0.8
Hillview Capital Advisors LLC
PA 0.8
Advisors' Pride Inc
WI 0.8
Schultz Collins Inc
CA 0.8
McLean Asset Management Corporation
VA 0.8
Winslow Evans & Crocker Inc
MA 0.8
First National Corporation
MA 0.8
Compass Advisors Inc
OR 0.8
Lighthouse Growth Advisors LLC
NY 0.8
Clearwater Capital Advisors LLC
IL 0.8
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