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Building 2THE CAVANAUGH GROUP INC

Map pinKIAWAH ISLAND, SC
Phone410-241-0084
NotebookSEC #801-50257
Total AUM
$485.7M
Employees
2
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 LITTLE RABBIT LANE
KIAWAH ISLAND
SC 29455
United States
Operating Hours
9:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
410-241-0084

ReceiptFinancials

Total AUM
$485.7M
Accounts
46
Discretionary
$482.7M
Accounts
45
Non-Discretionary
$3M
Accounts
1

ContactClients

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Individual Clients
20
AUM
$6.8M
HNW Individual Clients
24
AUM
$469.4M
Pension/Profit Sharing Plan Clients
1
AUM
$8.5M
Charitable Organization Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
MD

HandshakeAffiliates

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

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