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Building 2KINWELL LLC

Map pinCHARLESTON, SC
Phone(843) 308-1639
NotebookSEC #801-128056
Total AUM
$214.7M
Employees
2
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1630 MEETING ST
SUITE 203
CHARLESTON
SC 29405
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(843) 308-1639

ReceiptFinancials

Total AUM
$214.7M
Accounts
130
Discretionary
$94.3M
Accounts
125
Non-Discretionary
$120.4M
Accounts
5

ContactClients

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Individual Clients
89
AUM
$39.1M
HNW Individual Clients
34
AUM
$54.5M
Pension/Profit Sharing Plan Clients
6
AUM
$120.9M
Corporation or Business Clients
1
AUM
$129.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTXVA

HandshakeAffiliates

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

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