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Building 2PRUDEO PARTNERS, LLC

Map pinWEST COLUMBIA, SC
Phone803-739-6311
NotebookSEC #801-60743
Total AUM
$412.9M
Employees
8
Clients
578

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
602 MEETING STREET
SUITE C
WEST COLUMBIA
SC 29169
United States
Operating Hours
8:00 - 4:00
Monday - Friday
Phone
803-739-6311
Other Offices
1

ReceiptFinancials

Total AUM
$412.9M
Accounts
1,473
Discretionary
$402.2M
Accounts
1,459
Non-Discretionary
$10.6M
Accounts
14

ContactClients

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Individual Clients
467
AUM
$161.4M
HNW Individual Clients
104
AUM
$246.1M
Charitable Organization Clients
1
AUM
$54.2K
Corporation or Business Clients
6
AUM
$5.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMAMDNCNYPASCTX

HandshakeAffiliates

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

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