PHOENIX WEALTH ADVISORS INC. of CHAPEL HILL, NC is an SEC-registered investment adviser (CRD 118412). Regulatory assets under management: $641.4M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Georgios Livanos | MANAGING PARTNER | — |
| Mark Joseph Rhoades | MANAGING PARTNER | — |
| Malcolm Richard Migel | CHIEF COMPLIANCE OFFICER | — |
| FARLEY WILLIAM WINFREE | CHIEF COMPLIANCE OFFICER AND PRESIDENT; PRESIDENT; PRESIDENT/CCO | — |
| LIVANOS GEORGIOS | MANAGING PARTNER | — |
| RHOADES MARK JOSEPH | MANAGING PARTNER | — |
| NETTESHEIM MICHELE SUZANNE | CCO | — |
| Migel Malcolm | CHIEF COMPLIANCE OFFICER | — |
| MIGEL MALCOLM RICHARD | CHIEF COMPLIANCE OFFICER | — |