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Hollingsworth Avent Averre & Purvis, Pa
Raleigh, North Carolina
5.0
1 Review
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA is a small investment advisory firm based out of Raleigh, NC. With over 50 individual clients and more than $124,293,000 in assets under management, they have established themselves as a trusted name in the financial industry. The firm operates from a single office and offers a range of services, including accounting expertise.
Although 401K and individual accounts make up less than 30% of their assets under management, Hollingsworth Avent Averre & Purvis, Pa possesses the necessary expertise to effectively manage employer funds. All of the assets they handle are under discretionary managem...see more
Assets Under Mgmt
$124.29M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Other Business Activities
- Accountant or accounting firm
Reviews for Hollingsworth Avent Averre & Purvis, Pa
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