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Building 2CHARLESTON INVESTMENT ADVISORS, LLC

Map pinMT. PLEASANT, SC
Phone(843) 763-4499
NotebookSEC #801-125951
Total AUM
$140.5M
Employees
2
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1311 CHUCK DAWLEY BLVD
SUITE 101
MT. PLEASANT
SC 29464
United States
Operating Hours
9AM TO 5PM ET
Monday - Friday
Phone
(843) 763-4499

ReceiptFinancials

Total AUM
$140.5M
Accounts
271
Discretionary
$0
Accounts
0
Non-Discretionary
$140.5M
Accounts
271

ContactClients

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Individual Clients
62
AUM
$23.8M
HNW Individual Clients
40
AUM
$94M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M
Charitable Organization Clients
1
AUM
$2.6M
Corporation or Business Clients
1
AUM
$16.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SCTX

HandshakeAffiliates

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

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