DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > north carolina > chapel hill
PHOENIX WEALTH ADVISORS INC.
Tel: 919-929-4448
100 Europa Drive Suite 390
Chapel Hill, North Carolina 27517
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
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 FEE
Firm CRD#:
118412
SEC#:
801-60793
No. of Clients:
1434
Assets under Management
$488,362,265
No. of Advisors:
10
More Financial Advisory Firms in Chapel Hill, North Carolina
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPTRUST | 175112 | 1554 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 1015 |
| BARINGS LLC | 106006 | 985 |
| ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | 513 |
| BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | 31 |
| STERLING CAPITAL MANAGEMENT LLC | 135405 | 181 |
More Firms in Chapel Hill, North Carolina >>