PHOENIX WEALTH ADVISORS INC.

100 Europa Drive
Suite 390
Chapel Hill, North Carolina 27517
Tel: 919-929-4448

About PHOENIX WEALTH ADVISORS INC.

PHOENIX WEALTH ADVISORS INC, formally registered with the SEC as PHOENIX WEALTH ADVISORS INC. The firm was established in 12/14/2001. They have over 1 offices throughout the country.

PHOENIX WEALTH ADVISORS INC. is a Chapel Hill, North Carolina based Financial Planning firm with nearly $488,362,265 assets under management, offering retirement planning & investment advisory services to 1434 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118412
SEC#	801-60793
Assets Managed by Firm	$488,362,265
No. of Clients	1434
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD-PARTY ADVISER/MANAGER FEES)

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1434	$488,362,265
Individuals (other than high net worth individuals)	671	$93,809,359
High net worth individuals	762	$391,858,060
Charitable organizations	1	$2,694,846

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