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Home > Retirement Planners > north carolina > greensboro > FUND DIRECT ADVISORS INC.
FUND DIRECT ADVISORS INC.
7800 Mccloud Road
Suite 201
Greensboro, North Carolina 27409
Tel: 336-271-4450
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 Status | Approved |
|---|---|
| Firm CRD# | 155363 |
| SEC# | 801-77794 |
| Assets Managed by Firm | $605,000,000 |
| No. of Clients | 160 |
| No. of Advisors | 4 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 160 | $605,000,000 |
| Individuals (other than high net worth individuals) | 70 | $20,000,000 |
| High net worth individuals | 20 | $25,000,000 |
| Pension and profit sharing plans | 70 | $560,000,000 |
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