|
⚲
|
| Triangle Securities Wealth Management Inc
✚
| |
|---|---|
| CRD # | 148156 |
| SEC # | 801-69531 |
| CIK # | 0001541353 |
| AUM | $1.1 BB (2024-02-16) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 919-838-3221 |
| Address | 1301 Annapolis Drive Raleigh, NC 27608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 12.6 | |
| GOOG | 1,482,566.4 | 9.0 | |
| KKR | 28,777.0 | 7.3 | |
| AAPL | 2,382,844.0 | 6.9 | |
| BX | 69,051.8 | 6.4 | |
| XOM | 385,508.3 | 5.8 | |
| JPM | 340,169.2 | 5.7 | |
| LOW | 111,668.6 | 5.5 | |
| LLY | 301,789.7 | 3.8 | |
| GS | 102,858.9 | 3.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 124.7 |
| (b) Individuals (high net worth individuals) | 262 | 969.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 6 | 12.4 |
| (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 | 3 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,085 | 1,109.8 |
| By Discretionary | ||
| Discretionary | 1,085 | 1,109.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,085 | 1,109.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,109.8 | |
| Total | 1,085 | 1,109.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001541353] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Straightline Group LLC
✚
|
MI | 1.1 |
|
Momentum Independent Network Inc
✚
|
TX | 1.1 |
|
West Chester Capital Advisors Inc
✚
|
PA | 1.1 |
|
Acorn Financial Advisory Services Inc
✚
|
VA | 1.1 |
|
Charter Oak Capital Management LLC
✚
|
NH | 1.1 |
|
Retirement Investment Advisors Inc
✚
|
OK | 1.1 |
|
Isthmus Partners LLC
✚
|
WI | 1.1 |
|
Crewcial Partners LLC
✚
|
NY | 1.1 |
|
Triad Advisors LLC
✚
|
GA | 1.1 |
|
SHP Wealth Management LLC
✚
|
MA | 1.1 |