Phoenix Wealth Advisors Inc.
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
FINTRXOverview
Phoenix Wealth Advisors Inc. is an independent, SEC-registered registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm offers a mix of financial planning and discretionary portfolio management across households, small businesses and institutions, and it also advises on the selection of other advisers. Its fee arrangements include AUM-based fees alongside hourly and fixed-fee engagements. Phoenix does not describe itself as an active ESG investor in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities31%
- Non-Exchange Traded Equities12%
- Cash & Cash Equivalents8%
- Other4%
Owners & executives
1 of 1
Malcolm Migel
Chief Compliance OfficerCRD 7708762
Contacts
3 of 7
Kelly Ward
Wealth Planning AssociateCRD 4056006
Mark Rhoades
Managing PartnerCRD 5098868
Allison Fry
Wealth Planning AssociateCRD 6322195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$159M in ETFs
59%
$94M
39%
$64.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $32.7M | 646,844 | 20.61% |
Location
Chapel Hill, NC
Orange
Location
Chapel Hill, NC
Headquartered in Chapel Hill, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Orange
- Address
- 100 Europa Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Woodward Financial Advisors, Inc.
RIAChapel Hill, NC
Hilltop Wealth Advisors, LLC
RIAChapel Hill, NC
Safe Harbor Family Capital, LLC
RIAChapel Hill, NC
Old Peak Finance
RIAChapel Hill, NC
Atlantic Private Wealth, LLC
RIAChapel Hill, NC
Hamilton Point Investment Advisors, LLC
RIAChapel Hill, NC