Active
THREE MAGNOLIAS FINANCIAL ADVISORS
Investment Advice|WINSTON SALEM, NC
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$414.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 371.2M |
| Non-Discretionary | 43.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 114471 |
| SEC Number | 801-60460 |
| Street Address | 110 OAKWOOD DRIVE |
| Street Address 2 | SUITE 480 |
| Location | WINSTON SALEM, NC 27103 |
| Country | United States |
| Phone | 336-701-1600 |
| Fax | (336) 701-0554 |
| Total Employees | 6 |
Client Count by Type (609 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 448 |
| Individuals (other than H… | 141 |
| Pension/Profit Sharing Pl… | 20 |
Community Partners
CITY OF LEXINGTON
CITY OF THOMASVILLE
COUNTY OF DAVIDSON
TOWN OF DENTON
TOWN OF MIDWAY
TOWN OF WALLBURG
CITY OF LEXINGTON
CITY OF THOMASVILLE
COUNTY OF DAVIDSON
TOWN OF DENTON
TOWN OF MIDWAY
TOWN OF WALLBURG
CITY OF LEXINGTON
CITY OF THOMASVILLE
COUNTY OF DAVIDSON
TOWN OF DENTON
TOWN OF MIDWAY
TOWN OF WALLBURG
Municipal Government
6 Active
6
Organizations
DAVIDSON SOIL AND WATER CONSERVATION DISTRICT
HANDY SANITARY DISTRICT
LEXINGTON HOUSING AUTHORITY
PRINCEVILLE HOUSING AUTHORITY
THOMASVILLE HOUSING AUTHORITY
DAVIDSON SOIL AND WATER CONSERVATION DISTRICT
HANDY SANITARY DISTRICT
LEXINGTON HOUSING AUTHORITY
PRINCEVILLE HOUSING AUTHORITY
THOMASVILLE HOUSING AUTHORITY
DAVIDSON SOIL AND WATER CONSERVATION DISTRICT
HANDY SANITARY DISTRICT
LEXINGTON HOUSING AUTHORITY
PRINCEVILLE HOUSING AUTHORITY
THOMASVILLE HOUSING AUTHORITY
Special District
5 Active
5
Organizations
ARTS-BASED ELEMENTARY SCHOOL
DAVIDSON CO SCHOOLS
DAVIDSON COUNTY COMMUNITY COLLEGE
LEXINGTON CITY SCHOOLS
THOMASVILLE CITY SCHOOLS
WINSTON-SALEM/FORSYTH COUNTY SCHOOLS
ARTS-BASED ELEMENTARY SCHOOL
DAVIDSON CO SCHOOLS
DAVIDSON COUNTY COMMUNITY COLLEGE
LEXINGTON CITY SCHOOLS
THOMASVILLE CITY SCHOOLS
WINSTON-SALEM/FORSYTH COUNTY SCHOOLS
ARTS-BASED ELEMENTARY SCHOOL
DAVIDSON CO SCHOOLS
DAVIDSON COUNTY COMMUNITY COLLEGE
LEXINGTON CITY SCHOOLS
THOMASVILLE CITY SCHOOLS
WINSTON-SALEM/FORSYTH COUNTY SCHOOLS
School District
6 Active
6
Organizations
072 BLUE RIDGE CHAPTER OF TROUT UNLIMITED
18 Springs Community Healing Center Foundation Inc
1939 FOUNDATION OF OLD TOWN CLUB
28675506 NC PROFESSIONALS
28675987 LIBERTY HARDWARE TOASTMASTERS
30TH DISTRICT ADMINISTRATIVE COUNCIL OF THE OES
360 MINISTRIES
40 PLUS STAGE COMPANY
4CM GROUP
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4J YOUTH ENRICHMENT CENTER INC
4 Paws Spray & Neuter Clinic
4TH & 1 INC
602 SUPER LIMITED TOUR INC
920 OUTDOOR YOUTH INC
ABBA FATHER COMMUNITY DEVELOPMENT CORPORATION
ABC OF NC CHILD DEVELOPMENT CENTER
ABC OF NC FOUNDATION
A BED AND A BOOK
ABOVE A THING CHRISTIAN MINISTRIES FELLOWSHIP INC
072 BLUE RIDGE CHAPTER OF TROUT UNLIMITED
18 Springs Community Healing Center Foundation Inc
1939 FOUNDATION OF OLD TOWN CLUB
28675506 NC PROFESSIONALS
28675987 LIBERTY HARDWARE TOASTMASTERS
30TH DISTRICT ADMINISTRATIVE COUNCIL OF THE OES
360 MINISTRIES
40 PLUS STAGE COMPANY
4CM GROUP
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4J YOUTH ENRICHMENT CENTER INC
4 Paws Spray & Neuter Clinic
4TH & 1 INC
602 SUPER LIMITED TOUR INC
920 OUTDOOR YOUTH INC
ABBA FATHER COMMUNITY DEVELOPMENT CORPORATION
ABC OF NC CHILD DEVELOPMENT CENTER
ABC OF NC FOUNDATION
A BED AND A BOOK
ABOVE A THING CHRISTIAN MINISTRIES FELLOWSHIP INC
072 BLUE RIDGE CHAPTER OF TROUT UNLIMITED
18 Springs Community Healing Center Foundation Inc
1939 FOUNDATION OF OLD TOWN CLUB
28675506 NC PROFESSIONALS
28675987 LIBERTY HARDWARE TOASTMASTERS
30TH DISTRICT ADMINISTRATIVE COUNCIL OF THE OES
360 MINISTRIES
40 PLUS STAGE COMPANY
4CM GROUP
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4J YOUTH ENRICHMENT CENTER INC
4 Paws Spray & Neuter Clinic
4TH & 1 INC
602 SUPER LIMITED TOUR INC
920 OUTDOOR YOUTH INC
ABBA FATHER COMMUNITY DEVELOPMENT CORPORATION
ABC OF NC CHILD DEVELOPMENT CENTER
ABC OF NC FOUNDATION
A BED AND A BOOK
ABOVE A THING CHRISTIAN MINISTRIES FELLOWSHIP INC
Nonprofit Organization
1780 Active
1780
Organizations
Community Partners67 organizations
CITY OF THOMASVILLE
Municipal Government·THOMASVILLE
TOWN OF MIDWAY
Municipal Government·WINSTON SALEM
TOWN OF WALLBURG
Municipal Government·WINSTON SALEM
DAVIDSON SOIL AND WATER CONSERVATION DISTRICT
Special District·LEXINGTON
HANDY SANITARY DISTRICT
Special District·DENTON
LEXINGTON HOUSING AUTHORITY
Special District·LEXINGTON
PRINCEVILLE HOUSING AUTHORITY
Special District·WINSTON SALEM
THOMASVILLE HOUSING AUTHORITY
Special District·THOMASVILLE
ARTS-BASED ELEMENTARY SCHOOL
School District·WINSTON SALEM
WINSTON-SALEM/FORSYTH COUNTY SCHOOLS
School District·WINSTON SALEM
072 BLUE RIDGE CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·WINSTON SALEM
18 Springs Community Healing Center Foundation Inc
Nonprofit Organization·Winston Salem
1939 FOUNDATION OF OLD TOWN CLUB
Nonprofit Organization·Winston Salem
28675506 NC PROFESSIONALS
Nonprofit Organization·Winston Salem
28675987 LIBERTY HARDWARE TOASTMASTERS
Nonprofit Organization·Winston Salem
30TH DISTRICT ADMINISTRATIVE COUNCIL OF THE OES
Nonprofit Organization·Winston Salem
360 MINISTRIES
Nonprofit Organization·Winston Salem
40 PLUS STAGE COMPANY
Nonprofit Organization·Winston Salem
4CM GROUP
Nonprofit Organization·Winston Salem
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winston Salem
4J YOUTH ENRICHMENT CENTER INC
Nonprofit Organization·Winston Salem
4 Paws Spray & Neuter Clinic
Nonprofit Organization·Lexington
4TH & 1 INC
Nonprofit Organization·WINSTON SALEM
602 SUPER LIMITED TOUR INC
Nonprofit Organization·winston salem
920 OUTDOOR YOUTH INC
Nonprofit Organization·Winston Salem
ABBA FATHER COMMUNITY DEVELOPMENT CORPORATION
Nonprofit Organization·Winston Salem
ABC OF NC CHILD DEVELOPMENT CENTER
Nonprofit Organization·WINSTON SALEM
ABC OF NC FOUNDATION
Nonprofit Organization·WINSTON SALEM
A BED AND A BOOK
Nonprofit Organization·WINSTON SALEM
ABOVE A THING CHRISTIAN MINISTRIES FELLOWSHIP INC
Nonprofit Organization·Winston Salem
ABRAHAM PROJECT
Nonprofit Organization·Winston Salem
ACCION HISPANA - QUE PASA
Nonprofit Organization·WINSTON SALEM
ACHIEVE ARTS ACADEMY INC
Nonprofit Organization·WINSTON SALEM
A CLOSER LOOK OF THE TRIAD
Nonprofit Organization·Winston Salem
ADDICTION RECOVERY CARE ASSOCIATION, INC.
Nonprofit Organization·WINSTON SALEM
ADVANCING CHILDREN FAMILIES AND COMMUNITIES
Nonprofit Organization·Winston Salem
AEROX
Nonprofit Organization·WINSTON SALEM
A FLAWLESS RIDERS FOUNDATION
Nonprofit Organization·Winston Salem
AFRICAN BIBLE COLLEGE ALUMNI
Nonprofit Organization·WINSTON SALEM
Age-Friendly Forsyth
Nonprofit Organization·Winston Salem
A GIFT OF GIVING INC
Nonprofit Organization·Winston Salem
A HEART FOR HEROES
Nonprofit Organization·Lexington
AIA WINSTON-SALEM
Nonprofit Organization·Winston Salem
AIM HIGHER IN EDUCATION INCORPORATED
Nonprofit Organization·Winston Salem
Alabaster Place Inc
Nonprofit Organization·Winston Salem
ALL4LOVE
Nonprofit Organization·WINSTON SALEM
ALLEGACY FEDERAL CREDIT UNION
Nonprofit Organization·WINSTON SALEM
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Lexington
ALPHA EPSILON DELTA
Nonprofit Organization·Winston Salem
ALPHA EPSILON PI FRATERNITY
Nonprofit Organization·WINSTON SALEM
ALPHA MU SIGMA WORKS INC
Nonprofit Organization·Winston Salem
ALPHA OMEGA ALPHA HONOR MEDICAL SOCIETY
Nonprofit Organization·Winston Salem
ALPHA PHI OMEGA
Nonprofit Organization·Winston Salem
Alpha Pregnancy Support Inc
Nonprofit Organization·Lexington
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Winston Salem
ALPS INC
Nonprofit Organization·winston salem
ALS FILM FOUNDATION
Nonprofit Organization·Winston Salem
ALUMNI ASSOCIATION OF NANTONG UNIVERSITY IN NORTH AMERICA
Nonprofit Organization·Winston Salem
AMANDA GRACE MINISTRIES INC
Nonprofit Organization·WINSTON SALEM
AMANI CHILDRENS FOUNDATION
Nonprofit Organization·WINSTON SALEM