National Retirement Planning Experts

National Coverage
Local Professionals

SALEM INVESTMENT COUNSELORS INC

480 Shepherd Street
Winston Salem, North Carolina 27103
Tel: 336-768-7230

Need a Financial Advisor?
Compare Vetted Advisors

About SALEM INVESTMENT COUNSELORS INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#104855
SEC#801-14487
Assets Managed by Firm$3,614,716,454
No. of Clients2879
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total2879$3,614,716,454
Individuals (other than high net worth individuals)495$256,996,723
High net worth individuals449$3,065,221,797
Pension and profit sharing plans2$8,223,445
Charitable organizations41$176,989,191
Corporations or other businesses28$107,285,298

More Retirement Planning firms in Winston Salem, North Carolina:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPTRUST
4208 Six Forks Rd, Suite 1700
Raleigh, NC, 27609
$852,173,054,6171006031554
ALLSPRING GLOBAL INVESTMENTS, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$429,024,440,16794161015
BARINGS LLC
300 S. Tryon Street, Suite 2500
Charlotte, NC, 28202
$307,726,562,224343985
ALLSPRING FUNDS MANAGEMENT, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$300,798,686,5588078513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC
11225 North Community House Rd
Charlotte, NC, 28277
$137,561,001,775668531

Explore More Retirement Advisors in Winston Salem, North Carolina