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Airis Alexander Abolins

FIRST OAK WEALTH MANAGEMENT, LLC·RALEIGH, North Carolina
Unclaimed Profile
8341 BANDFORD WAY, RALEIGH, NC 27615CRD# 2891011Firm CRD# 288316
01

About

Airis Alexander Abolins is a registered financial advisor based in RALEIGH, North Carolina, affiliated with FIRST OAK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRST OAK WEALTH MANAGEMENT, LLC
FIRST OAK WEALTH MANAGEMENT, LLC
AUM
$253M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FIRST OAK WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2891011
Firm CRD# 288316
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Airis Alexander Abolins offer?
Airis Alexander Abolins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Airis Alexander Abolins's credentials?
Airis Alexander Abolins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Airis Alexander Abolins located?
Airis Alexander Abolins is based in RALEIGH, North Carolina, working with FIRST OAK WEALTH MANAGEMENT, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Airis Alexander Abolins charge for services?
Airis Alexander Abolins's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST OAK WEALTH MANAGEMENT, LLC?
FIRST OAK WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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