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Building 2SWAIMBROWN WEALTH MANAGEMENT LLC

Map pinCLINTON, SC
Phone864-547-8018
NotebookSEC #801-113689
Total AUM
$137.7M
Employees
2
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 NORTH BROAD STREET
CLINTON
SC 29325
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
864-547-8018
Other Offices
1

ReceiptFinancials

Total AUM
$137.7M
Accounts
93
Discretionary
$137.7M
Accounts
93
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$7.8M
HNW Individual Clients
38
AUM
$36.7M
Pension/Profit Sharing Plan Clients
12
AUM
$93.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSC

HandshakeAffiliates

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

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