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Building 2WAYPOINT STRATEGIC ADVISORS

Map pinSUMMERVILLE, SC
Phone843-873-4420
NotebookSEC #801-120800
Total AUM
$136.3M
Employees
4
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10570 DORCHESTER RD.
SUMMERVILLE
SC 29485
United States
Operating Hours
9:00AM -5:00PM
Monday - Friday
Phone
843-873-4420
Other Offices
2

ReceiptFinancials

Total AUM
$136.3M
Accounts
728
Discretionary
$0
Accounts
0
Non-Discretionary
$136.3M
Accounts
728

ContactClients

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Individual Clients
372
AUM
$74.1M
HNW Individual Clients
53
AUM
$62.1M
Charitable Organization Clients
1
AUM
$100K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLAMONCNYSCTX

HandshakeAffiliates

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

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