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Building 2THREE MAGNOLIAS FINANCIAL ADVISORS

Map pinWINSTON SALEM, NC
Phone336-701-1600
NotebookSEC #801-60460
Total AUM
$487.1M
Employees
7
Clients
618

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 OAKWOOD DRIVE
SUITE 480
WINSTON SALEM
NC 27103
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
336-701-1600
Other Offices
1

ReceiptFinancials

Total AUM
$487.1M
Accounts
1,632
Discretionary
$449.3M
Accounts
1,610
Non-Discretionary
$37.7M
Accounts
22

ContactClients

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Individual Clients
144
AUM
$110.2M
HNW Individual Clients
455
AUM
$349M
Pension/Profit Sharing Plan Clients
19
AUM
$27.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
CAFLGANCNHPASCTXVA

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

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