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THREE MAGNOLIAS FINANCIAL ADVISORS
110 Oakwood Drive
Suite 480
Winston Salem, North Carolina 27103
Tel: 336-701-1600
About THREE MAGNOLIAS FINANCIAL ADVISORS
THREE MAGNOLIAS FINANCIAL ADVISORS, formally registered with the SEC as THREE MAGNOLIAS FINANCIAL ADVISORS. The firm was established in 07/30/2001. They have over 2 offices throughout the country.
THREE MAGNOLIAS FINANCIAL ADVISORS is a Winston Salem, North Carolina based Financial Planning firm with nearly $307,249,000 assets under management, offering retirement planning & investment advisory services to 1280 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114471 |
| SEC# | 801-60460 |
| Assets Managed by Firm | $307,249,000 |
| No. of Clients | 1280 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1280 | $307,249,000 |
| Individuals (other than high net worth individuals) | 197 | $64,365,120 |
| High net worth individuals | 623 | $203,822,880 |
| Pension and profit sharing plans | 17 | $28,000,000 |
| Charitable organizations | Fewer than 5 clients | $461,000 |
| Corporations or other businesses | Fewer than 5 clients | $10,600,000 |
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