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Building 2IMPRINT WEALTH LLC

Map pinMOUNT PLEASANT, SC
Phone(843) 834-314-4313
NotebookSEC #801-126084
Total AUM
$131.6M
Employees
7
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
375 N SHELMORE BLVD.
SUITE 2B
MOUNT PLEASANT
SC 29464
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(843) 834-314-4313

ReceiptFinancials

Total AUM
$131.6M
Accounts
373
Discretionary
$84.5M
Accounts
185
Non-Discretionary
$47M
Accounts
188

ContactClients

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Individual Clients
41
AUM
$11.5M
HNW Individual Clients
35
AUM
$119.4M
Pension/Profit Sharing Plan Clients
1
AUM
$616.6K
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANDNYSCTXUT

HandshakeAffiliates

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

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