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Building 2WALLICK INVESTMENTS, LLC

Map pinCOLUMBIA, SC
Phone803-699-9400
NotebookSEC #801-133719
Total AUM
$126.5M
Employees
5
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2118 LINCOLN STREET
COLUMBIA
SC 29201
United States
Operating Hours
9-5
Monday - Friday
Phone
803-699-9400

ReceiptFinancials

Total AUM
$126.5M
Accounts
637
Discretionary
$126.5M
Accounts
637
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
217
AUM
$54.8M
HNW Individual Clients
30
AUM
$69.2M
Charitable Organization Clients
2
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INDEX LICENSING SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
LICENSING FEE FOR INDEX

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCSCTX

HandshakeAffiliates

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

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