Realm Investment Consulting LLC
Realm Investment Consulting LLC (CRD# 171634) is a financial advisory firm headquartered in Cary, NC. They manage $63,903,380 in 177 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Realm Investment Consulting LLC
By the Numbers
-
Total Assets Under Management64MILLION
-
Total Number of Accounts177ACCOUNTS
-
Average Account Value$361,036
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, VA
Financial Advisors at Realm Investment Consulting LLC
1
Carlton Davis (CRD# 3124138) is an Investment Advisor Representative working at Realm Investment Consulting LLC in Cary, NC and has 1 year of experience in the finance industry.
2
Roger Elmer (CRD# 4801562) is an Investment Advisor Representative working at Realm Investment Consulting LLC in Cary, NC and has 1 year of experience in the finance industry.
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