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Building 2FOSTER VICTOR

Map pinGREENVILLE, SC
Phone(864) 720-2000
NotebookSEC #801-107775
Total AUM
$2.6B
Employees
42
Clients
1,730

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 TOY STREET
SUITE 200
GREENVILLE
SC 29601
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(864) 720-2000

ReceiptFinancials

Total AUM
$2.6B
Accounts
6,830
Discretionary
$2.5B
Accounts
5,319
Non-Discretionary
$167.1M
Accounts
1,511

ContactClients

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Individual Clients
904
AUM
$274.9M
HNW Individual Clients
734
AUM
$2.3B
Charitable Organization Clients
1
AUM
$458.4K
Insurance Company Clients
1
AUM
$3.1M
Corporation or Business Clients
90
AUM
$40.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACTDCFLGAILKYLAMAMDMIMONCNYOHPASCTNTXVA

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

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