M
CRD: 118144
Mark R. Lemmond CPA, Pllc
Carthage, NC, 28327
9109476639
$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
4 Employees
16 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
4857 HWY 15-501 Carthage NC
About Mark R. Lemmond CPA, Pllc
Mark R. Lemmond CPA, Pllc is a Carthage-based RIA. The firm has been operating for 26 years. Managing $2.1M in total assets under management, They custody assets with Altruist and Truist Bank. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$131.9K AVG AUM / CLIENT
26.6 yrs AVG TENURE
4 Employees
0 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
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Client Personas
Value crest
Investment Vehicles
Delta
Services
Foundation
Owner & Executives
MARK RAY LEMMOND
Owner
- CRD
- --
- Ownership
- 75% or more
(287) 833-3117
peak.capital@fusioncapital.com
in linkedin.com/in/timber-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,111,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,111,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,111,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,180,314,406 | 100.0% |
| Total | $1,180,314,406 | 100.0% |