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WHICHARD ROACH FINANCIAL
WHICHARD ROACH & ASSOCIATES, INC.
CRD 334854
2721 HORSE PEN CREEK ROAD,, SUITE 103, GREENSBORO, NC, 27410, United States
Phone
336-272-0181
Fax
336-272-0454
Registration
— (—)
Source
State registered
Total AUM
$26.5M
Discretionary AUM
$26.5M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 206 | $24.2M |
| High net worth individuals | 1 | $2.3M |
All web addresses on file
Official SEC filing: View on IAPD