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Building 2RUNEY & ASSOCIATES WEALTH MANAGEMENT

Map pinMOUNT PLEASANT, SC
Phone(843) 654-1211
NotebookSEC #801-135591
Total AUM
$104.8M
Employees
3
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
761 COLEMAN BLVD.
SUITE E
MOUNT PLEASANT
SC 29464
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(843) 654-1211

ReceiptFinancials

Total AUM
$104.8M
Accounts
292
Discretionary
$104.8M
Accounts
292
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
72
AUM
$16.3M
HNW Individual Clients
93
AUM
$88.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHSC

HandshakeAffiliates

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

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