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Building 2BETH WRIGHT WOODSIDE, CFP

Map pinGREENVILLE, SC
Phone864-232-9950
NotebookSEC #801-23135
Total AUM
$81.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 W. BROAD STREET
GREENVILLE
SC 29601
United States
Operating Hours
8:30AM - 5:00PM
MONDAY - THURSDAY
Phone
864-232-9950

ReceiptFinancials

Total AUM
$81.3M
Accounts
360
Discretionary
$61.7M
Accounts
225
Non-Discretionary
$19.6M
Accounts
135

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX & ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

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

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