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Building 2PLANFIRST INC

Map pinGREENVILLE, SC
Phone864-233-7405
NotebookSEC #801-55657
Total AUM
$374.4M
Employees
10
Clients
535

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 HALTON GREEN WAY
GREENVILLE
SC 29607
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
864-233-7405

ReceiptFinancials

Total AUM
$374.4M
Accounts
1,610
Discretionary
$374.4M
Accounts
1,610
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
407
AUM
$174M
HNW Individual Clients
111
AUM
$187.3M
Pension/Profit Sharing Plan Clients
1
AUM
$526.7K
Charitable Organization Clients
16
AUM
$12.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNHPASCTX

HandshakeAffiliates

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

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