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Building 2SALEM INVESTMENT COUNSELORS INC

Map pinWINSTON SALEM, NC
Phone336-768-7230
NotebookSEC #801-14487
Total AUM
$4.2B
Employees
18
Clients
1,361

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
480 SHEPHERD STREET
WINSTON SALEM
NC 27103
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
336-768-7230
Other Offices
1

ReceiptFinancials

Total AUM
$4.2B
Accounts
3,120
Discretionary
$4.1B
Accounts
3,066
Non-Discretionary
$43.6M
Accounts
54

ContactClients

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Individual Clients
693
AUM
$216.4M
HNW Individual Clients
601
AUM
$3.6B
Pension/Profit Sharing Plan Clients
3
AUM
$20.2M
Charitable Organization Clients
41
AUM
$281.8M
Corporation or Business Clients
23
AUM
$100.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACODCFLGAILLAMAMDMNNCNENJNYOHOKPASCTNTXVAWA

HandshakeAffiliates

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

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