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PINAFORE WEALTH COUNSEL INC.
CRD 170540 · SEC 801-130577
3622 LYCKAN PKWY, STE 3004, DURHAM, NC, 27707, United States
Phone
919-213-0458
Fax
877-991-2945
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.6M
Discretionary AUM
$161.1M
Team
2 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $20.9M |
| High net worth individuals | 49 | $150.0M |
| Pension/profit sharing plans | 1 | $1.4M |
| Charitable organizations | 4 | $1.3M |
States served
LA, NC, MO, FL
All web addresses on file
Official SEC filing: View on IAPD