THREE MAGNOLIAS FINANCIAL ADVISORS
Tel: 336-701-1600 110 Oakwood Drive Suite 480 Winston Salem, North Carolina 27103
About THREE MAGNOLIAS FINANCIAL ADVISORS
THREE MAGNOLIAS FINANCIAL ADVISORS is a Winston Salem, North Carolina based financial advisory firm with nearly $307,249,000 in assets under management and provides investment advisory services for 1280 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
114471
Firm SEC#:
801-60460
Assets Under Management:
$307,249,000
No. of Clients:
1280
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
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