1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OCEANSIDE ADVISORS LLC

Map pinMOUNT PLEASANT, SC
Phone843-830-6568
NotebookSEC #801-127503
Total AUM
$191.3M
Employees
5
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 MAGRATH DARBY BLVD.
SUITE 150
MOUNT PLEASANT
SC 29464
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
843-830-6568

ReceiptFinancials

Total AUM
$191.3M
Accounts
765
Discretionary
$191.3M
Accounts
765
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
70
AUM
$127.9M
HNW Individual Clients
170
AUM
$55.3M
Pension/Profit Sharing Plan Clients
13
AUM
$8.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLAMNNCOHPASCTXWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account