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Building 2MARSHWINDS ADVISORY CO

Map pinST SIMONS ISLAND, GA
Phone912-638-5426
NotebookSEC #801-31672
Total AUM
$331.7M
Employees
3
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 MAIN STREET, STE 401
ST SIMONS ISLAND
GA 31522
United States
Operating Hours
9:30 AM TO 4:30 PM
Monday - Friday
Phone
912-638-5426

ReceiptFinancials

Total AUM
$331.7M
Accounts
470
Discretionary
$331.7M
Accounts
470
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
107
AUM
$73M
HNW Individual Clients
41
AUM
$141.7M
Charitable Organization Clients
2
AUM
$10.9M
Government Entity Clients
3
AUM
$105M
Corporation or Business Clients
2
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAMANCNJNYOHPASCTNTXVAWA

HandshakeAffiliates

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

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