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FUND DIRECT ADVISORS INC.

7800 Mccloud Road
Suite 201
Greensboro, North Carolina 27409
Tel: 336-271-4450

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About FUND DIRECT ADVISORS INC.

FUND DIRECT ADVISORS INC, formally registered with the SEC as FUND DIRECT ADVISORS INC. The firm was established in 04/05/2013. They have over 1 offices throughout the country.

FUND DIRECT ADVISORS INC. is a Greensboro, North Carolina based Financial Planning firm with nearly $605,000,000 assets under management, offering retirement planning & investment advisory services to 160 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#155363
SEC#801-77794
Assets Managed by Firm$605,000,000
No. of Clients160
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees

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.)

Firm Client Information

No. of ClientsAUM
Firm Total160$605,000,000
Individuals (other than high net worth individuals)70$20,000,000
High net worth individuals20$25,000,000
Pension and profit sharing plans70$560,000,000

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