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Building 2MATCH GRADE ADVISORS

Map pinGREENVILLE, SC
Phone864-250-0661
NotebookSEC #801-114348
Total AUM
$479.4M
Employees
8
Clients
372

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 PETTIGRU ST
GREENVILLE
SC 29601
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
864-250-0661
Other Offices
1

ReceiptFinancials

Total AUM
$479.4M
Accounts
372
Discretionary
$302.4M
Accounts
84
Non-Discretionary
$177M
Accounts
288

ContactClients

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Individual Clients
215
AUM
$67.6M
HNW Individual Clients
73
AUM
$109.4M
Pension/Profit Sharing Plan Clients
84
AUM
$302.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNHSC

HandshakeAffiliates

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

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