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Building 2INTENTIONAL

Map pinFORT MILL, SC
Phone1-866-752-6410
NotebookSEC #801-123251
Total AUM
$175.8M
Employees
3
Clients
400

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
850 BEE BALM TRAIL
FORT MILL
SC 29708
United States
Operating Hours
8:30 AM- 4:30 PM
Monday - Friday
Phone
1-866-752-6410
Other Offices
1

ReceiptFinancials

Total AUM
$175.8M
Accounts
395
Discretionary
$175.8M
Accounts
395
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
353
AUM
$79.4M
HNW Individual Clients
42
AUM
$89.1M
Pension/Profit Sharing Plan Clients
5
AUM
$7.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLHIMDNCSCVA

HandshakeAffiliates

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

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