UWHARRIE INVESTMENT ADVISORS, INC. - Financial Advisor in North Carolina, Albemarle

Tel: 704-983-5959 132 North First Street Albemarle, North Carolina 28001

About UWHARRIE INVESTMENT ADVISORS, INC.

UWHARRIE INVESTMENT ADVISORS, INC. is a Albemarle, North Carolina based financial advisory firm with nearly $224,721,607 in assets under management and provides investment advisory services for 764 clients. There are currently 17 financial advisors at the firm.

General Information

Firm CRD#:

117592

Firm SEC#:

801-63767

Assets Under Management:

$224,721,607

No. of Clients:

764

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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