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PINAFORE WEALTH COUNSEL INC.
PINAFORE WEALTH COUNSEL INC.
DURHAM, North Carolina
·
2 registered advisors
·
CRD# 170540
SEC# 801-130577
1
919-213-0458
01
Firm Overview
AUM
$129M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PINAFORE WEALTH COUNSEL INC.
2 registered advisors
Byron Paul Gabriel
DURHAM, North Carolina
CRD# 1262941
Lisa Marie Gabriel
DURHAM, North Carolina
CRD# 1528723
05
Office Locations
DURHAM, North Carolina
2 advisors
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Data sourced from SEC Form ADV filings. PINAFORE WEALTH COUNSEL INC. (CRD# 170540) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.