PHOENIX WEALTH ADVISORS INC.
Tel: 919-929-4448 100 Europa Drive Suite 390 Chapel Hill, North Carolina 27517
About PHOENIX WEALTH ADVISORS INC.
PHOENIX WEALTH ADVISORS INC. is a Chapel Hill, North Carolina based financial advisory firm with nearly $488,362,265 in assets under management and provides investment advisory services for 1434 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
118412
Firm SEC#:
801-60793
Assets Under Management:
$488,362,265
No. of Clients:
1434
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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