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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GABRIEL, LISA, MARIE | I | PRESIDENT / CCO | E | Control |
| GABRIEL, LISA, MARIE | I | PRESIDENT / CCO | E | Control |
| GABRIEL, BYRON, PAUL | I | OWNER | C | Control |
| GABRIEL, BYRON, PAUL | I | OWNER | C | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (4)
FL LA MO NC
Address
3622 LYCKAN PKWYSTE 3004
DURHAM, NC 27707
United States
Phone: 919-213-0458