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Hollingsworth Avent Averre & Purvis, PA

● SEC registered since 2018CRD 118943SEC# 801-113444Raleigh, NC
Export (members)
Reg. AUM
$154.5M
Employees
3
Accounts
153
Location
Raleigh, NC

Hollingsworth Avent Averre & Purvis, PA assets under management

Hollingsworth Avent Averre & Purvis, PA is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2018. It reports $154.5 million in regulatory assets under management and employs 3 people.

Hollingsworth Avent Averre & Purvis, PA owners & executives

4 reported
NameTitleOwnershipSince
Ashley P. JonesTreasurerUnder 5%2021
Charles Wilson Averre ControlPresident & Cco25-50%1999
Timothy Martin Avent ControlVice President25-50%2014
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Frequently asked questions

How much does Hollingsworth Avent Averre & Purvis, PA manage?

Hollingsworth Avent Averre & Purvis, PA reports $154.5 million in regulatory assets under management on its Form ADV.

How many employees does Hollingsworth Avent Averre & Purvis, PA have?

Hollingsworth Avent Averre & Purvis, PA reports 3 employees.

Where is Hollingsworth Avent Averre & Purvis, PA located?

Hollingsworth Avent Averre & Purvis, PA is based in Raleigh, NC and has been SEC-registered since 2018.

Does Hollingsworth Avent Averre & Purvis, PA disclose fund performance?

Hollingsworth Avent Averre & Purvis, PA is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 W. Millbrook Road, Raleigh, NC 27609
Phone919-848-4100
Fax919-846-9949
Office hours8a.m. To 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.5M
Non-discretionary$0
Total (RAUM)$154.5M