PINAFORE WEALTH COUNSEL INC.
CRD #170540 SEC #801-130577 DURHAM, NC 919-213-0458
SEC Registered
Total AUM
$132.8M
Discretionary
$119.1M
Employees
2
Clients
10
Accounts
307
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $132.8M | $119.1M | $13.7M | 2 | 7 |
| May 2024 | $128.7M | $107.6M | $21M | 2 | 13 |
DateMar 2025
Total AUM$132.8M
Discretionary$119.1M
Non-Disc.$13.7M
Employees2
Clients7
DateMay 2024
Total AUM$128.7M
Discretionary$107.6M
Non-Disc.$21M
Employees2
Clients13