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

More Retirement Planning firms in Winston Salem, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$852,173,054,617	100603	1554
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$429,024,440,167	9416	1015
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	$307,726,562,224	343	985
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$300,798,686,558	8078	513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

Explore More Retirement Advisors in Winston Salem, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.