N
CRD: 118754
NC Money Management, Inc.
Raleigh, NC, 27609
9198472981
$26.6M Total AUM
$26.6M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-2003
- Office Locations
- 1
Office Locations
212 West Millbrook Road Raleigh NC
About NC Money Management, Inc.
NC Money Management, Inc. is a Raleigh-based RIA. The firm has been operating for 23 years. Managing $26.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Financial Planning, Insurance, Tax Planning.
Team overview
-- AVG AGE
$26.6M AVG AUM / ADVISOR
$782.0K AVG AUM / CLIENT
23.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Client Personas
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Services
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Owner & Executives
M
MARK EDWARD VITEK
Advisor, President
- CRD
- #4629578
- Ownership
- 75% or more
(777) 849-3300
zenith.catalyst@frontiercapital.com
in linkedin.com/in/alpha-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,588,471 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,588,471 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,588,471
Other:
24.2% Equity - Exchange:
33.4% Cash:
42.4% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,092,437,308 | 24.2% |
| Equity - Exchange | $1,507,744,053 | 33.4% |
| Cash | $1,914,022,390 | 42.4% |
| Total | $4,514,203,751 | 100.0% |