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Building 2CATAWBA RIVER CAPITAL

Map pinLAKE WYLIE, SC
Phone803-831-0911
NotebookSEC #801-113237
Total AUM
$325.1M
Employees
4
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4100 CHARLOTTE HWY.
LAKE WYLIE
SC 29710
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
803-831-0911
Other Offices
1

ReceiptFinancials

Total AUM
$325.1M
Accounts
896
Discretionary
$271.2M
Accounts
720
Non-Discretionary
$53.9M
Accounts
176

ContactClients

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Individual Clients
139
AUM
$45.8M
HNW Individual Clients
118
AUM
$240.3M
Pension/Profit Sharing Plan Clients
6
AUM
$22.2M
Charitable Organization Clients
4
AUM
$2.6M
Corporation or Business Clients
8
AUM
$14.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
PRIVATE INVESTMENT MANAGEMENT SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCOHSCTXVA

HandshakeAffiliates

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

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