THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
Doing business as THREE MAGNOLIAS FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$487,056,157
Discretionary
$449,333,915
Non-discretionary
$37,722,242
Firm details
- CRD number
- 114471
- SEC file number
- 801-60460
- Main office
- WINSTON SALEM, NC, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.