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Building 2METIS WEALTH MANAGEMENT & PLANNING LLC

Map pinBLUFFTON, SC
Phone843-271-6088
NotebookSEC #801-132805
Total AUM
$114.9M
Employees
2
Clients
465

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 RED CEDAR ST
SUITE 201
BLUFFTON
SC 29910
United States
Operating Hours
9:00AM TO 4:30PM
Monday - Friday
Phone
843-271-6088

ReceiptFinancials

Total AUM
$114.9M
Accounts
228
Discretionary
$113.7M
Accounts
227
Non-Discretionary
$1.2M
Accounts
1

ContactClients

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Individual Clients
430
AUM
$11.5M
HNW Individual Clients
31
AUM
$101M
Charitable Organization Clients
1
AUM
$9.4K
Corporation or Business Clients
3
AUM
$2.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANYSCTX

HandshakeAffiliates

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

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