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Building 2WILDES FINANCIAL STRATEGIES, INC

Map pinGEORGETOWN, SC
Phone843-485-4371
NotebookSEC #801-121843
Total AUM
$138.3M
Employees
8
Clients
422

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
625 CHURCH ST.
GEORGETOWN
SC 29440
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
843-485-4371

ReceiptFinancials

Total AUM
$138.3M
Accounts
980
Discretionary
$138.3M
Accounts
980
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
369
AUM
$79M
HNW Individual Clients
26
AUM
$52.7M
Charitable Organization Clients
7
AUM
$1M
Other Clients
20
AUM
$5.6M
Description of Other Clients
ANNUITIES

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCSCTNTXVA

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

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