Charles
Petrie
Truedge Asset Management LLC
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About this Advisor
Charles Petrie is a financial advisor based in Raleigh, North Carolina, working with Truedge Asset Management LLC. Charles has previously held positions at Zega Financial, LLC, Petrie Consulting, Msc-Bd, Wealthshield LLC, Igm Brokerage, Truedge Asset Management, Dolan Capital Group, and Compass Securities Corporation. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Charles is part of Truedge Asset Management LLC, which operates out of Raleigh, North Carolina. The firm has 5 employees and manages assets totaling $280.8 thousand. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Truedge Asset Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Truedge Asset Management LLC Brokerage Details
$280,798
5
2
$140,399
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Charles Petrie Work History
Truedge Asset Management
Igm Brokerage
Petrie Consultuing
Wealthshield LLC
Compass Securities Corporation
Dolan Capital Group
Msc-Bd
Zega Financial, LLC
Disclosures
Please visit the SEC profile of Charles Petrie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truedge Asset Management LLC
Carmel, IN
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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