Overview
Assets Under Management: $551 million
Headquarters: CHAPEL HILL, NC
High-Net-Worth Clients: 445
Average Client Assets: $774,398
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 445
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.54
Average High-Net-Worth Client Assets: $774,398
Total Client Accounts: 1,509
Discretionary Accounts: 1,499
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 118412
Filing ID: 1943917
Last Filing Date: 2025-03-26 20:20:00
Website: https://phoenixwealthadvisors.com