| Name | Title | Ownership | Since |
|---|---|---|---|
| Cathy Lynn Thomas Control | Managing Director | 5-10% | 2008 |
| Deborah Lynn Kaufman | Managing Director | 5-10% | 2018 |
| Jessica Rosenfeld Sherburne Control | Chief Compliance Officer | Under 5% | 2024 |
Triangle Securities Wealth Management, Inc reports $1.2 billion in regulatory assets under management on its Form ADV.
Triangle Securities Wealth Management, Inc reports 15 employees.
Triangle Securities Wealth Management, Inc is based in Raleigh, NC and has been SEC-registered since 2008.
Triangle Securities Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1301 Annapolis Drive, Raleigh, NC 27608 |
| Phone | 919-838-3221 |
| Fax | 919-838-9081 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1541353 |
| Discloses disciplinary history | No |
| Discretionary | $1.2B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.2B |