PHOENIX WEALTH ADVISORS INC. - Financial Advisor in North Carolina, Chapel Hill

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD-PARTY ADVISER/MANAGER FEES)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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