Zaloguj Zarejestruj się zadarmo

Christopher Investment Counselors Inc (Winston Salem)


Christopher Investment Counselors Inc is a large advisory firm based in Winston Salem. It manages $40 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.

Christopher Investment Counselors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Christopher Investment Counselors: assets under management

The assets under management (AUM) of Christopher Investment Counselors Inc is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $266.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Christopher Investment Counselors Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Winston Salem

The principal office where Christopher Investment Counselors Inc performs its advisory services is located at 120 Club Oaks Drive, Winston Salem, NC 27104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 336/765-2020 or by fax 336/765-6756. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Christopher Investment Counselors Inc