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FUND DIRECT ADVISORS INC.
Tel: 336-271-4450
7800 Mccloud Road Suite 201
Greensboro, North Carolina 27409
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
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
Firm CRD#:
155363
SEC#:
801-77794
No. of Clients:
160
Assets under Management
$605,000,000
No. of Advisors:
4
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