Phoenix Financial Inc.

Phoenix Financial Inc. (CRD# 118412) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $174,691,302 in 322 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $542,520
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX, VA

Financial Advisors at Phoenix Financial Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michele S. Nettesheim
CRD#: 4866891
100 Europa Drive, Suite 500, Chapel Hill, NC 27517
96
Wealthminder
score

Michele Nettesheim (CRD# 4866891) is an Investment Advisor Representative working at Phoenix Financial Inc. in Chapel Hill, NC and has over 11 years of experience in the finance industry. Michele Nettesheim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William W. Farley
CRD#: 1261787
100 Europa Dr, Ste 500, Chapel Hill, NC 27517
93
Wealthminder
score

William Farley (CRD# 1261787) is an Investment Advisor Representative working at Phoenix Financial Inc. in Chapel Hill, NC and has over 32 years of experience in the finance industry.

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