1447 Trade Mart Blvd
Winston-salem, North Carolina 27127
Tel: 336-856-0080
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144978 |
| SEC# | 801-110932 |
| Assets Managed by Firm | $333,212,892 |
| No. of Clients | 2015 |
| No. of Advisors | 18 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2015 | $333,212,892 |
| Individuals (other than high net worth individuals) | 763 | $152,976,345 |
| High net worth individuals | 117 | $180,236,547 |
| 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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