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SEMMAX FINANCIAL ADVISORS, INC.

1447 Trade Mart Blvd
Winston-salem, North Carolina 27127
Tel: 336-856-0080

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About SEMMAX FINANCIAL ADVISORS, INC.

SEMMAX FINANCIAL ADVISORS, INC, formally registered with the SEC as SEMMAX FINANCIAL ADVISORS, INC. The firm was established in 08/01/2017. They have over 2 offices throughout the country.

SEMMAX FINANCIAL ADVISORS, INC. is a Winston-salem, North Carolina based Financial Planning firm with nearly $333,212,892 assets under management, offering retirement planning & investment advisory services to 2015 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#144978
SEC#801-110932
Assets Managed by Firm$333,212,892
No. of Clients2015
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
  • Other (FINANCIAL REVIEWS/CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total2015$333,212,892
Individuals (other than high net worth individuals)763$152,976,345
High net worth individuals117$180,236,547

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