THREE MAGNOLIAS FINANCIAL ADVISORS - Financial Advisor in North Carolina, Winston Salem

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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