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Building 2CHARLESTON FINANCIAL ADVISORS, LLC

Map pinCHARLESTON, SC
Phone843-722-3331
NotebookSEC #801-107090
Total AUM
$262.4M
Employees
5
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 NORTH ATLANTIC WHARF
SUITE 200
CHARLESTON
SC 29401-2168
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
843-722-3331

ReceiptFinancials

Total AUM
$262.4M
Accounts
643
Discretionary
$250.7M
Accounts
626
Non-Discretionary
$11.7M
Accounts
17

ContactClients

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Individual Clients
108
AUM
$43.2M
HNW Individual Clients
88
AUM
$210.8M
Pension/Profit Sharing Plan Clients
5
AUM
$6.4M
Charitable Organization Clients
1
AUM
$172.9K
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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