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Financial Advisor
North Carolina
Greensboro
FUND DIRECT ADVISORS INC.

FUND DIRECT ADVISORS INC.

Tel: 336-271-4450 7800 Mccloud Road Suite 201 Greensboro, North Carolina 27409

About FUND DIRECT ADVISORS INC.

FUND DIRECT ADVISORS INC. is a Greensboro, North Carolina based financial advisory firm with nearly $605,000,000 in assets under management and provides investment advisory services for 160 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

155363

Firm SEC#:

801-77794

Assets Under Management:

$605,000,000

No. of Clients:

160

No. of Advisors:

4

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Other (RIA MGT. FOR 401-K,403-B & 527 PLANS; PROFIT SHAR. PLS; GOV. PEN. PLS. FOR & NON-FOR PROFIT PEN. PLS.)

Fee Structure:

A percentage of AUM, Fixed fees

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