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AIM ADVISORS, LLC

CRD 325125 · SEC 801-127447

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421 N. HARRINGTON STREET, SUITE 630, RALEIGH, NC, 27603, United States

Phone

919-758-8911

Fax

919-758-8918

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$158.2M

Discretionary AUM

$156.7M

Team

5 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals130$42.1M
High net worth individuals56$115.3M

States served

NY, NC

All web addresses on file

Official SEC filing: View on IAPD