Frequently Asked Questions (FAQ) About
Triangle Securities Wealth Management
- Where is Triangle Securities Wealth Management Located
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1301 ANNAPOLIS DRIVE, RALEIGH, NC
- Triangle Securities Wealth Management: Is the firm operating under a legal name?
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The firm is using the following primary business name: Triangle Securities Wealth Management, while the legal name is: TRIANGLE SECURITIES WEALTH MANAGEMENT
- Triangle Securities Wealth Management: How many employees does the firm employ?
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Triangle Securities Wealth Management has 13 employees, of which 11 are employees in advisory roles
- Triangle Securities Wealth Management: How many clients does the firm serve?
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The number of clients served by it is unknown.
- Triangle Securities Wealth Management: What are the top holdings of this firm?
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SCHWAB STRATEGIC TR US MID-CAP ETF VANGUARD WORLD FDS INF TECH ET MICROSOFT CORP MANAGED PORTFOLIO SER ISHARES LOWES CO SPDR SERIES TRUST Exxon Mobil Corp Alphabet Inc DISNEY WALT CO
- Triangle Securities Wealth Management: What other investment firms are located in the vicinity?
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Cardinal Capital Management Inc Collegiate Capital Management Inc First Oak Wealth Management LLC Capital Advisers Inc Mid-Atlantic Securities Inc Hollingsworth Avent Averre & Purvis PA Lewis Financial Management LLC Financial Symmetry Incorporated Capital Investment Advisory Services LLC Townsend Asset Management Corp