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Building 2WARREN CAPITAL GROUP

Map pinCHARLESTON, SC
Phone8542468881
NotebookSEC #801-121205
Total AUM
$131M
Employees
3
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
677 KING STREET
FLOOR 3
CHARLESTON
SC 29403
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
8542468881

ReceiptFinancials

Total AUM
$131M
Accounts
428
Discretionary
$125.3M
Accounts
424
Non-Discretionary
$5.7M
Accounts
4

ContactClients

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Individual Clients
114
AUM
$17.1M
HNW Individual Clients
67
AUM
$51M
Investment Company Clients
1
AUM
$57M
Pension/Profit Sharing Plan Clients
4
AUM
$5.7M
Corporation or Business Clients
2
AUM
$242.9K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDNCNYSCTXVA

HandshakeAffiliates

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

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