Triangle Securities Wealth Management is an investment advisor in Raleigh with $1.10 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
263040962
SEC advisor number
801-69531
FINRA CRD number
148156
AUM ?
$1.10 bn
(as of 3 Nov 22)
Accounts
995
(as of 3 Nov 22)
Employees
13
(10 investment advisory or research)
Address
Triangle Securities Wealth Management
1301 ANNAPOLIS DRIVE
RALEIGH
NC 27608
1301 ANNAPOLIS DRIVE
RALEIGH
NC 27608
Office hours
Monday - Friday, 8:30AM TO 5:00PM
Phone
919-838-3224
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Reynolds, Paul, Deleon | CEO, Managing Member | 08/2008 | 50-75% |
Thomas, Cathy, Lynn | Managing Director/chief Compliance Officer | 08/2008 | 5-10% |
Burkett, Kathleen, Wise | Managing Director | 01/2018 | 5-10% |
Loyek, Scott, William | Managing Director | 01/2018 | 5-10% |
Kaufman, Deborah, Lynn | Managing Director | 01/2018 | 5-10% |
Reynolds IV, Paul, Deleon | Relationship Manager | 07/2021 | 10-25% |
Reynolds, Mary Margaret, Miller | Senior Client Relationship Specialist | 07/2021 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22