RIA Intel›Advisers›North Carolina›TRIANGLE SECURITIES, LLC

TRIANGLE SECURITIES, LLC

Advisory

RALEIGH, NC

Data as of Nov 12, 2010 · Source: SEC Form ADV

Total AUM
$343M
1-Year AUM Growth
+39.5%
3-Year CAGR
+4.1%
Employees
0
Assets Under Management
Total AUM$343M
Discretionary AUM$343M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingMar 27, 2001
Latest FilingNov 12, 2010
🔒 Full AUM trend chart and 21 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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