Overview
Assets Under Management: $395 million
Headquarters: WINSTON-SALEM, NC
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Frequently Asked Questions
SEMMAX FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144978), SEMMAX FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
SEMMAX FINANCIAL ADVISORS, INC. is headquartered in WINSTON-SALEM, NC.
SEMMAX FINANCIAL ADVISORS, INC. serves 92 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, SEMMAX FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
SEMMAX FINANCIAL ADVISORS, INC. manages $395 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, SEMMAX FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.27
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,007
Discretionary Accounts: 2,007
Regulatory Filings
CRD Number: 144978
Filing ID: 1955869
Last Filing Date: 2025-03-21 12:31:00
Website: https://semmax.com