← Back to searchVisit website
HUNTER STREET INVESTMENT ADVISORS LLC
CRD 145334 · SEC 801-131679
56 HUNTER STREET, SUITE 210, APEX, NC, 27502, United States
Phone
919-589-4040
Fax
919-589-4040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$166.4M
Discretionary AUM
$166.4M
Team
8 total employees; 7 advisory reps; 350 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)3RD PARTY TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 350 | $136.8M |
| High net worth individuals | 2 | $29.6M |
States served
IL, NY, NC
All web addresses on file
Official SEC filing: View on IAPD