CRD: 114471
Three Magnolias Financial Advisors
$487.1M Total AUM
$449.3M Disc. AUM
24.2% 3Y CAGR
7 Employees
618 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-30-2001
- Office Locations
- 2
Office Locations
110 Oakwood Drive Suite 480 Winston Salem NC
232 Causeway Drive Unit 2A Wrightsville Beach NC
About Three Magnolias Financial Advisors
Three Magnolias Financial Advisors is a Winston Salem-based RIA with 2 offices. The firm has been operating for 24 years. Managing $487.1M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
52 AVG AGE
$97.4M AVG AUM / ADVISOR
$788.1K AVG AUM / CLIENT
8.6 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
24yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JENNIFER WINGLER JOHNSON
Financial Advisor, General Partner
- CRD
- #4707808
- Ownership
- 75% or more
Available
Available
Available
WESLEY ROBERT REED
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2873119
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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AUSTIN L CHILDRESS
Financial Advisor
- CRD
- #8115561
Available
Available
Available
JAMES EUGENE HOLMES III
Senior Manager
- CRD
- #2174697
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $449,333,915 | $279,089 |
| Non-Discretionary | $37,722,242 | $1,714,647 |
| Total | $487,056,157 | $298,441 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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