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THREE MAGNOLIAS FINANCIAL ADVISORS
Tel: 336-701-1600
110 Oakwood Drive Suite 480
Winston Salem, North Carolina 27103
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
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
Firm CRD#:
114471
SEC#:
801-60460
No. of Clients:
1280
Assets under Management
$307,249,000
No. of Advisors:
5
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