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Building 2BNA WEALTH

Map pinROCK HILL, SC
Phone803-324-7100
NotebookSEC #801-48984
Total AUM
$619.8M
Employees
8
Clients
542

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
596 HERRONS FERRY ROAD
SUITE 300
ROCK HILL
SC 29730
United States
Operating Hours
9:00 - 4:00
Monday - Friday
Phone
803-324-7100

ReceiptFinancials

Total AUM
$619.8M
Accounts
542
Discretionary
$106.1M
Accounts
209
Non-Discretionary
$513.6M
Accounts
333

ContactClients

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Individual Clients
146
AUM
$172.2M
HNW Individual Clients
388
AUM
$441.5M
Charitable Organization Clients
2
AUM
$468.3K
Corporation or Business Clients
6
AUM
$5.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CAFLGANCSCTXVA

HandshakeAffiliates

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

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