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UWHARRIE INVESTMENT ADVISORS, INC.

Tel: 704-983-5959
132 North First Street

Albemarle, North Carolina  28001

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UWHARRIE INVESTMENT ADVISORS, INC.

UWHARRIE INVESTMENT ADVISORS, INC. is a Albemarle, North Carolina based financial advisory firm with nearly $215,658,728 in assets under management and provides investment advisory services for 701 clients. There are currently 16 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Educational seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

117592

SEC#:

801-63767

No. of Clients:

701

Assets under Management

$215,658,728

No. of Advisors:

16

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