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SALEM INVESTMENT COUNSELORS INC

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

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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

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