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REALM INVESTMENT CONSULTING LLC
CRD 171634
2500 REGENCY PARKWAY, CARY, NC, 27518, United States
Phone
(919) 280-8600
Fax
(844) 280-8600
Registration
— (—)
Source
State registered
Total AUM
$88.9M
Discretionary AUM
$87.2M
Team
1 total employees; 1 advisory reps; 90 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $11.9M |
| High net worth individuals | 47 | $77.1M |
All web addresses on file
Official SEC filing: View on IAPD