PHOENIX HOLDINGS-NC, INC.
CRD #157157 SEC #801-74323 CHARLOTTE, NC 704-376-5502
SEC Registered Private Funds
Total AUM
$384.1M
Discretionary
$381.6M
Employees
15
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $384.1M | $381.6M | $2.6M | 15 | 1 |
| Mar 2012 | $375.4M | $372.8M | $2.6M | -- | 1 |
| Feb 2012 | $375.4M | $372.8M | $2.6M | -- | 1 |
DateMar 2013
Total AUM$384.1M
Discretionary$381.6M
Non-Disc.$2.6M
Employees15
Clients1
DateMar 2012
Total AUM$375.4M
Discretionary$372.8M
Non-Disc.$2.6M
Employees--
Clients1
DateFeb 2012
Total AUM$375.4M
Discretionary$372.8M
Non-Disc.$2.6M
Employees--
Clients1