Aim Advisors, LLC

Aim Advisors, LLC (CRD# 325125) is a financial advisory firm headquartered in Raleigh, NC. They manage $120,844,066 in 515 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
421 N. Harrington Street, Suite 630, Raleigh, NC 27603
https://aimadvisorsnc.com/
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    515
    ACCOUNTS
  • Average Account Value
    $234,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, NY

Financial Advisors at Aim Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Archer, financial advisor Raleigh NC
Matthew S. Archer
CRD#: 4126987
421 N. Harrington Street, Suite 630, Raleigh, NC 27603

Matthew Archer (CRD# 4126987) is an Investment Advisor Representative working at Aim Advisors, LLC in Raleigh, NC and has over 24 years of experience in the finance industry.

2
Nina O'neal, financial advisor Raleigh NC
Nina M. O'neal
CRD#: 5143162
421 N. Harrington Street, Suite 630, Raleigh, NC 27603

Nina O'neal (CRD# 5143162) is an Investment Advisor Representative and Partner at Archer Investment Management in Raleigh, NC. 

 

Securities and Advisory Services offered through Triad Advisors Member FINRA / SIPC

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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