Multi-Family OfficeRIA · CRD 144978SEC-Registered

Updated:

Semmax Financial Advisors

SEMMAX FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in WINSTON-SALEM, NC, registered since 2017. The firm manages approximately $495...

Semmax Financial Advisors

SEMMAX FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in WINSTON-SALEM, NC, registered since 2017. The firm manages approximately $495 million in assets. It employs 18 staff and 7 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Sector focus

Wealth ManagementFinancial PlanningInvestment Advisory

Frequently asked questions

Who runs investment decisions at Semmax Financial Advisors?

The specific principals or investment committee members for Semmax Financial Advisors are not publicly disclosed. As a registered investment advisor (RIA), the firm must designate a chief compliance officer and investment advisors who are registered with the SEC or state regulators, but their identities have not been published in public records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Multi Family Office profiles