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Building 2FIRST SOUTHEAST FIDUCIARY & TRUST SERVICES, INC.

Map pinCHARLESTON, SC
Phone843-724-0801
NotebookSEC #801-61789
Total AUM
$100.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
34 BROAD STREET
CHARLESTON
SC 29401
USA
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
843-724-0801

ReceiptFinancials

Total AUM
$100.7M
Accounts
206
Discretionary
$72.6M
Accounts
187
Non-Discretionary
$28.1M
Accounts
19

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

HandshakeAffiliates

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

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