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Building 2OBJECTIVITY SQUARED WEALTH MANAGEMENT

Map pinCHARLESTON, SC
Phone(843) 212-2805
NotebookSEC #801-119693
Total AUM
$487.8M
Employees
6
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 EAST BAY STREET
SUITE 403
CHARLESTON
SC 29403
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(843) 212-2805

ReceiptFinancials

Total AUM
$487.8M
Accounts
1,003
Discretionary
$487.8M
Accounts
1,003
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
126
AUM
$87.9M
HNW Individual Clients
55
AUM
$329.2M
Pension/Profit Sharing Plan Clients
1
AUM
$7.9M
Corporation or Business Clients
1
AUM
$62.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNESCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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