504 Fund Advisors, LLC

504 Fund Advisors, LLC (CRD# 169663) is a financial advisory firm headquartered in Wilmington, NC. They manage $52,512,195 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $52,512,195
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at 504 Fund Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert O. Judge
CRD#: 1161592
1741 Tiburon Drive, Wilmington, NC 28403
93
Wealthminder
score

Robert Judge (CRD# 1161592) is an Investment Advisor Representative working at 504 Fund Advisors, LLC in Wilmington, NC and has over 11 years of experience in the finance industry.

2
Jordan M. Blanchard
CRD#: 6225239
1741 Tiburon Drive, Wilmington, NC 28403
89
Wealthminder
score

Jordan Blanchard (CRD# 6225239) is an Investment Advisor Representative working at 504 Fund Advisors, LLC in Wilmington, NC and has over 3 years of experience in the finance industry.

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