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Building 2BALLAST ROCK PRIVATE WEALTH

Map pinCHARLESTON, SC
Phone(800) 204-2513
NotebookSEC #801-126012
Total AUM
$32.3M
Employees
6
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
460 KING STREET
SUITE 200
CHARLESTON
SC 29403
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(800) 204-2513

ReceiptFinancials

Total AUM
$32.3M
Accounts
106
Discretionary
$31.2M
Accounts
102
Non-Discretionary
$1.1M
Accounts
4

ContactClients

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Individual Clients
26
AUM
$7.5M
HNW Individual Clients
18
AUM
$24.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLSCTXWA

HandshakeAffiliates

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

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