AdvisorOS Directory
Claim Profile
JE

Judith E Erwin

SQUARE 1 ASSET MANAGEMENT, INC.·DURHAM, North Carolina
Unclaimed Profile
406 BLACKWELL STREET, DURHAM, NC 27701CRD# 6172845Firm CRD# 166828
01

About

Judith E Erwin is a registered financial advisor based in DURHAM, North Carolina, affiliated with SQUARE 1 ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
BOFCAL ASSET MANAGEMENT INC.
BOFCAL ASSET MANAGEMENT INC.
AUM
$184M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BOFCAL ASSET MANAGEMENT INC. →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: SERVICE PROVIDER FEES FROM CERTAIN MONEY MARKET FUNDS
Regulatory
SEC/IARD CRD# 6172845
Firm CRD# 166828
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DURHAM?

Browse all registered financial advisors in DURHAM, North Carolina or claim this profile if it's yours.

Browse DURHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Judith E Erwin offer?
Judith E Erwin specializes in Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Judith E Erwin's credentials?
Judith E Erwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Judith E Erwin located?
Judith E Erwin is based in DURHAM, North Carolina, working with SQUARE 1 ASSET MANAGEMENT, INC.. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Judith E Erwin charge for services?
Judith E Erwin's firm is compensated through percentage of aum, other: service provider fees from certain money market funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SQUARE 1 ASSET MANAGEMENT, INC.?
SQUARE 1 ASSET MANAGEMENT, INC. has approximately 5 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DURHAM
Mark Andrew Kuhn — KUHN ADVISORS, INC.Julie Blandford Plowden — SJF MANAGEMENT LLCRobert Matthew Coppedge — ECHO HEALTH VENTURES LLCGordon Thomas Wegwart — VERITY ASSET MANAGEMENT, INC.Amy Louise Simonson — VERITY ASSET MANAGEMENT, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile