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Building 2DOGWOOD WEALTH ADVISORS, LLC

Map pinWINSTON-SALEM, NC
Phone336-930-9494
NotebookSEC #801-122042
Total AUM
$72.2M
Employees
4
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 N MAIN STREET
SUITE 1902
WINSTON-SALEM
NC 27101
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
336-930-9494

ReceiptFinancials

Total AUM
$72.2M
Accounts
260
Discretionary
$72.2M
Accounts
260
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
111
AUM
$41.6M
HNW Individual Clients
15
AUM
$30.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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