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SEMMAX FINANCIAL ADVISORS, INC.
CRD 144978 · SEC 801-110932
1447 TRADE MART BLVD, WINSTON-SALEM, NC, 27127, United States
Phone
336-856-0080
Fax
336-856-0071
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$495.4M
Discretionary AUM
$495.4M
Team
18 total employees; 7 advisory reps; 70 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsFINANCIAL REVIEWS/CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 749 | $375.2M |
| High net worth individuals | 77 | $120.1M |
States served
NC, PA, SC, VA, TX, NH, FL
All web addresses on file
- HTTP://GRUPOSEMMAX.COM/
- HTTP://FREERETIREMENTAUDIT.COM/
- HTTP://TAXFREEBOOKLET.COM/
- https://www.facebook.com/SemmaxFinancialGroup/
- HTTP://SOCIALSECURITYBOOKLET.COM/
- http://semmaxradio.com
- http://semmaxbook.com
- http://semmaxplan.com
- http://hiddenfeesbooklet.com
- https://myfreebooklet.com/
- http://jaytyner.com
- https://www.youtube.com/channel/UCr7kB4MJGaVkye_Pp95Zg1g
- http://semmaxreview.com
- http://northcarolinasfinancialplanner.com
- https://quieroretirarmidinero.com/
- https://www.linkedin.com/company/semmax-financial-group/about/
- https://www.instagram.com/semmaxfinancialgroup/
- http://hiddenfeebooklet.com
- HTTP://YOURFREERETIREMENTREVIEW.COM/
- HTTP://SEMMAX.COM/
- HTTP://MYFREERETIREMENTAUDIT.COM/
Official SEC filing: View on IAPD