RIA Intel›Advisers›North Carolina›PHOENIX HOLDINGS-NC, INC.

PHOENIX HOLDINGS-NC, INC.

Advisory

N·CHARLOTTE, NC

Data as of Mar 28, 2013 · Source: SEC Form ADV

Total AUM
$384M
1-Year AUM Growth
+2.3%
3-Year CAGR
+0.2%
Employees
15
Assets Under Management
Total AUM$384M
Discretionary AUM$382M
Non-Discretionary AUM$3M
Discretionary %99.3%
Total Clients—
Team
Total Employees15
Investment Advisers15
Employee Growth (1Y)—
Filing History
Total Filings on Record3
First FilingFeb 16, 2012
Latest FilingMar 28, 2013
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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