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Building 2HMS FINANCIAL SERVICES, LLC

Map pinCOLUMBIA, SC
Phone803-790-6113
NotebookSEC #801-121012
Total AUM
$118.5M
Employees
1
Clients
228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 CALENDAR COURT
SUITE 200
COLUMBIA
SC 29206
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
803-790-6113

ReceiptFinancials

Total AUM
$118.5M
Accounts
228
Discretionary
$117.2M
Accounts
220
Non-Discretionary
$1.3M
Accounts
8

ContactClients

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Individual Clients
123
AUM
$17.1M
HNW Individual Clients
71
AUM
$44.4M
Pension/Profit Sharing Plan Clients
32
AUM
$57M
Corporation or Business Clients
2
AUM
$45.9K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

HandshakeAffiliates

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

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