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PHOENIX WEALTH ADVISORS INC.
CHAPEL HILL, NC
919-929-4448
SEC #801-60793Total AUM
$641.4M
Employees
8Clients
1,593Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 EUROPA DRIVE
SUITE 390
CHAPEL HILL
NC 27517
United States
SUITE 390
CHAPEL HILL
NC 27517
United States
Operating Hours
9:00 AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
919-929-4448
Financials
Total AUM
$641.4M
Accounts
1,593Discretionary
$609.7M
Accounts
1,577Non-Discretionary
$31.7M
Accounts
16
Clients
Individual Clients
993AUM
$197M
HNW Individual Clients
545AUM
$421.2M
Banking Clients
1AUM
$1.6M
Pension/Profit Sharing Plan Clients
38AUM
$9.1M
Corporation or Business Clients
16AUM
$12.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD-PARTY ADVISER/MANAGER FEES
Compliance
Disclosures
None reported
State Registrations
CADCFLGAILMDNCNHNYPASCTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.