Overview
Assets Under Management: $395 million
Headquarters: WINSTON-SALEM, NC
High-Net-Worth Clients: 92
Average Client Assets: $3 million
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