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Building 2THE BEDMINSTER GROUP

Map pinBLUFFTON, SC
Phone843-705-5544
NotebookSEC #801-58083
Total AUM
$199M
Employees
3
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
36 WILLIAM POPE DR STE 201
BLUFFTON
SC 29909
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
843-705-5544
Other Offices
1

ReceiptFinancials

Total AUM
$199M
Accounts
517
Discretionary
$198.7M
Accounts
516
Non-Discretionary
$274K
Accounts
1

ContactClients

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Individual Clients
130
AUM
$63.7M
HNW Individual Clients
59
AUM
$133.9M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMANCNYSCTXVA

HandshakeAffiliates

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

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