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Building 2EAGLES COAST WEALTH MANAGEMENT, LLC

Map pinCHARLESTON, SC
Phone(843)-800-8213
NotebookSEC #801-127317
Total AUM
$25.4M
Employees
4
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
997 MORRISON DR.
SUITE 504
CHARLESTON
SC 29403
United States
Operating Hours
9 AM - 5PM
Monday - Friday
Phone
(843)-800-8213
Other Offices
1

ReceiptFinancials

Total AUM
$25.4M
Accounts
161
Discretionary
$25.1M
Accounts
156
Non-Discretionary
$239.4K
Accounts
5

ContactClients

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Individual Clients
100
AUM
$13.5M
HNW Individual Clients
5
AUM
$11.8M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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