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GREENWOOD CAPITAL ASSOCIATES, LLC
GREENWOOD, SC
864-941-4049
SEC #801-60493Total AUM
$1.8B
Employees
21Clients
731Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
425 MAIN STREET
SUITE 100
GREENWOOD
SC 29646-2741
United States
SUITE 100
GREENWOOD
SC 29646-2741
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
864-941-4049
Other Offices
1
Financials
Total AUM
$1.8B
Accounts
731Discretionary
$1.8B
Accounts
731Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
584AUM
$730.7M
HNW Individual Clients
76AUM
$285.7M
Pension/Profit Sharing Plan Clients
4AUM
$8.5M
Charitable Organization Clients
44AUM
$159.5M
Government Entity Clients
10AUM
$396.4M
Corporation or Business Clients
13AUM
$184.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING TO RETIREMENT PLAN SPONSORS, INSURANCE PLANNING, MODEL PROVIDER
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% AUM RETIREMENT ED/CONS; REV SHARE INS; MODEL PROVDR; FIN PLAN
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.