480 Shepherd Street
Winston Salem, North Carolina 27103
Tel: 336-768-7230
SALEM INVESTMENT COUNSELORS INC, formally registered with the SEC as SALEM INVESTMENT COUNSELORS INC. The firm was established in 04/02/1979. They have over 2 offices throughout the country.
SALEM INVESTMENT COUNSELORS INC is a Winston Salem, North Carolina based Financial Planning firm with nearly $3,614,716,454 assets under management, offering retirement planning & investment advisory services to 2879 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104855 |
SEC# | 801-14487 |
Assets Managed by Firm | $3,614,716,454 |
No. of Clients | 2879 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2879 | $3,614,716,454 |
Individuals (other than high net worth individuals) | 495 | $256,996,723 |
High net worth individuals | 449 | $3,065,221,797 |
Pension and profit sharing plans | 2 | $8,223,445 |
Charitable organizations | 41 | $176,989,191 |
Corporations or other businesses | 28 | $107,285,298 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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