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Building 2NACHMAN NORWOOD & PARROTT, INC.

Map pinGREENVILLE, SC
Phone864-467-9800
NotebookSEC #801-112837
Total AUM
$2B
Employees
17
Clients
1,090

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1116 SOUTH MAIN STREET
GREENVILLE
SC 29601-3300
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
864-467-9800

ReceiptFinancials

Total AUM
$2B
Accounts
2,979
Discretionary
$1.7B
Accounts
2,922
Non-Discretionary
$351.7M
Accounts
57

ContactClients

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Individual Clients
591
AUM
$234.7M
HNW Individual Clients
432
AUM
$1.4B
Pension/Profit Sharing Plan Clients
48
AUM
$314.2M
Charitable Organization Clients
11
AUM
$30.5M
Corporation or Business Clients
8
AUM
$11.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANCNYSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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