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Building 2ADVISOR.COM

Map pinCHARLESTON, SC
Phone843-284-6261
NotebookSEC #801-128856
Total AUM
$126.8M
Employees
12
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
525 KING STREET
STE B
CHARLESTON
SC 29403
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
843-284-6261

ReceiptFinancials

Total AUM
$126.8M
Accounts
2,029
Discretionary
$0
Accounts
0
Non-Discretionary
$126.8M
Accounts
2,029

ContactClients

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Individual Clients
403
AUM
$91.8M
HNW Individual Clients
23
AUM
$35M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT ADVISER REFERRAL SERVICE
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES FROM 3RD-PARTY RIAS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINMAMDMIMNNCNJNYOHORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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