Uwharrie Investment Advisors, Inc. is a trusted local investment advisory firm headquartered in Albemarle, NC. With a team of 17 highly skilled professionals, they specialize in providing comprehensive investment advisory services to their diverse client base. The firm's advisors collectively manage an impressive average of $77,200,000 in assets, which is in line with the industry standard.
Uwharrie Investment Advisors, Inc. prides itself on its extensive experience in managing assets, particularly in the employer 401K and individual investment sectors. Over $189,376,000 in assets are under their management, with approximately ha...
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Assets Under Mgmt
$189.38M
Investment Professionals
17
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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