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| Phoenix Wealth Advisors Inc
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| |
|---|---|
| CRD # | 118412 |
| SEC # | 801-60793 |
| CIK # | 0001842362 |
| AUM | $488.4 MM (2024-08-08) |
| Employees | 10 (80% Investors, 80% Brokers) |
| Phone | 919-929-4448 |
| Address | 100 Europa Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 17.7 | |
| MSFT | 1,918,222.4 | 9.7 | |
| ETN | 51,598.7 | 4.3 | |
| JPM | 340,169.2 | 3.9 | |
| WMT | 335,434.5 | 3.9 | |
| AVGO | 201,282.9 | 3.6 | |
| MRK | 232,371.9 | 3.5 | |
| MSI | 35,172.5 | 3.3 | |
| JNJ | 465,600.2 | 3.2 | |
| CSCO | 178,309.9 | 3.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 671 | 93.8 |
| (b) Individuals (high net worth individuals) | 762 | 391.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,434 | 488.4 |
| By Discretionary | ||
| Discretionary | 1,425 | 474.0 |
| Non-Discretionary | 9 | 14.3 |
| Total | 1,434 | 488.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 488.4 | |
| Total | 1,434 | 488.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001842362] |
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|---|---|---|
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