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Building 2WEBSTERROGERS FINANCIAL ADVISORS, LLC

Map pinFLORENCE, SC
Phone843-665-6321
NotebookSEC #801-61500
Total AUM
$460.5M
Employees
9
Clients
330

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1411 SECOND LOOP ROAD
FLORENCE
SC 29505-2801
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
843-665-6321
Other Offices
3

ReceiptFinancials

Total AUM
$460.5M
Accounts
810
Discretionary
$459.7M
Accounts
803
Non-Discretionary
$826.8K
Accounts
7

ContactClients

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Individual Clients
242
AUM
$84.3M
HNW Individual Clients
73
AUM
$346.2M
Pension/Profit Sharing Plan Clients
13
AUM
$3.9M
Charitable Organization Clients
1
AUM
$14.8M
Corporation or Business Clients
1
AUM
$11.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTX

HandshakeAffiliates

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

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