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Building 2GOLDEN CORNER WEALTH ADVISORS

Map pinSENECA, SC
Phone864-888-8700
NotebookSEC #801-118790
Total AUM
$130.6M
Employees
2
Clients
387

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
811 BYPASS 123
SENECA
SC 29678
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
864-888-8700

ReceiptFinancials

Total AUM
$130.6M
Accounts
790
Discretionary
$130.4M
Accounts
787
Non-Discretionary
$202.2K
Accounts
3

ContactClients

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Individual Clients
343
AUM
$73.7M
HNW Individual Clients
37
AUM
$56.3M
Charitable Organization Clients
2
AUM
$18.3K
Corporation or Business Clients
5
AUM
$578.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMDNCNHSCTX

HandshakeAffiliates

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

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