P
$7.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2015
- Office Locations
- 1
Office Locations
7890 Market ST Wilmington NC
About Pembroke Wealth Management, LLC
Pembroke Wealth Management, LLC is a Wilmington-based RIA. The firm has been operating for 10 years. Managing $7.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
41 AVG AGE
$7.3M AVG AUM / ADVISOR
$292.7K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL PATRICK SANTANA
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5799064
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,317,234 | -- |
| Total | $7,317,234 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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