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Building 2BCA PRIVATE WEALTH, INC.

Map pinGREENVILLE, SC
Phone864-322-6046
NotebookSEC #801-120268
Total AUM
$317.3M
Employees
5
Clients
385

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 HALTON GREEN WAY
GREENVILLE
SC 29607
United States
Operating Hours
9:00 AM -5:00 PM
Monday - Friday
Phone
864-322-6046
Other Offices
1

ReceiptFinancials

Total AUM
$317.3M
Accounts
1,367
Discretionary
$317.3M
Accounts
1,367
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
216
AUM
$60.5M
HNW Individual Clients
167
AUM
$252.1M
Charitable Organization Clients
1
AUM
$192.1K
Corporation or Business Clients
1
AUM
$4.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCPASCTNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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