Phoenix Wealth Advisors Inc.

RIASEC RegisteredEst. 2001

Total AUM

$641M

Discretionary

$610M

95% of AUM

Avg account

$403K

Accounts

1,593

Employees

Advisory reps

Firm details

Headquarters: Chapel Hill, North Carolina
CRD number: 118412
Registered since: December 14, 2001
Website: www.raymondjames.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI65.67%
Individuals30.72%
Corporations / Businesses1.95%
Pension & Profit Sharing Plans1.41%
Banking / Thrift Institutions0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Phoenix Wealth Advisors Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2001. The firm serves both individual and family clients and institutional clients, positioning itself as a discretionary portfolio manager and capital allocator that also sources and selects third-party managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements are mixed — the firm charges asset-based fees as well as hourly and fixed fees. Phoenix Wealth Advisors does not list ESG investing as an area of active emphasis. The firm operates under a corporate structure with an individual owner and is not marked as a multi-state adviser.