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Building 2GENEROUSWEALTH, LLC

Map pinSUMMERVILLE, SC
Phone843-376-3544
NotebookSEC #801-135730
Total AUM
$110.4M
Employees
3
Clients
305

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 S CEDAR STREET, SUITE D
SUMMERVILLE
SC 29483
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
843-376-3544

ReceiptFinancials

Total AUM
$110.4M
Accounts
549
Discretionary
$110.4M
Accounts
549
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
267
AUM
$71.7M
HNW Individual Clients
38
AUM
$38.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GALANCSCTX

HandshakeAffiliates

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

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