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NC MONEY MANAGEMENT, INC.
CRD 118754
212 WEST MILLBROOK ROAD, RALEIGH, NC, 27609, United States
Phone
919-847-2981
Fax
919-847-2994
Registration
— (—)
Source
State registered
Total AUM
$26.6M
Discretionary AUM
$26.6M
Team
1 total employees; 1 advisory reps; 17 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $6.2M |
| High net worth individuals | 7 | $20.3M |
Official SEC filing: View on IAPD