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Semmax Financial Group

EST. AUM
$395,263,541

CONTACTS
8

CLIENT ACCOUNTS
2,007

Firm Details

Metro area Charlotte
CRD Number 144978
Website semmax.com
Client types

Overview

Semmax offers financial planning and advisory services with a focus on retirement. The firm uses a team-based approach, involving financial professionals in developing retirement plans based on clients' financial situations and objectives. Services are structured to provide individualized planning rather than standardized financial strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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