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Building 2BALLAST ROCK PRIVATE WEALTH

Map pinCHARLESTON, SC
Phone(800) 204-2513
NotebookSEC #801-129645
Total AUM
$405.7M
Employees
9
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
460 KING STREET
SUITE 200
CHARLESTON
SC 29403
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(800) 204-2513

ReceiptFinancials

Total AUM
$405.7M
Accounts
642
Discretionary
$361.9M
Accounts
562
Non-Discretionary
$43.8M
Accounts
80

ContactClients

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Individual Clients
140
AUM
$81.8M
HNW Individual Clients
95
AUM
$302.8M
Pension/Profit Sharing Plan Clients
2
AUM
$4.3M
Corporation or Business Clients
14
AUM
$16.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTILLANYSCTXWA

HandshakeAffiliates

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

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