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Building 2SEMMAX FINANCIAL ADVISORS, INC.

Map pinWINSTON-SALEM, NC
Phone336-856-0080
NotebookSEC #801-110932
Total AUM
$495.4M
Employees
18
Clients
826

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1447 TRADE MART BLVD
WINSTON-SALEM
NC 27127
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
336-856-0080
Other Offices
1

ReceiptFinancials

Total AUM
$495.4M
Accounts
2,240
Discretionary
$495.4M
Accounts
2,240
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
749
AUM
$375.2M
HNW Individual Clients
77
AUM
$120.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL REVIEWS/CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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