Phoenix Wealth Advisors is an investment advisor in Chapel Hill with $436.21 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
562130203
SEC advisor number
801-60793
FINRA CRD number
118412
AUM ?
$436.21 mm
(as of 17 Apr 23)
Accounts
1,401
(as of 17 Apr 23)
Employees
10
(8 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 5:00PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Livanos, Georgios | Managing Partner | 04/2018 | 50-75% |
Rhoades, Mark, Joseph | Managing Partner | 04/2018 | 50-75% |
Migel, Malcolm, Richard | Chief Compliance Officer | 03/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22