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Building 2GOEPPER BURKHARDT LLC

Map pinGREENVILLE, SC
Phone864-370-3244
NotebookSEC #801-62283
Total AUM
$380.3M
Employees
5
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
531 SOUTH MAIN STREET
SUITE 303
GREENVILLE
SC 29601
United States
Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
864-370-3244

ReceiptFinancials

Total AUM
$380.3M
Accounts
824
Discretionary
$380.1M
Accounts
822
Non-Discretionary
$205.6K
Accounts
2

ContactClients

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Individual Clients
102
AUM
$42.4M
HNW Individual Clients
141
AUM
$333.5M
Charitable Organization Clients
2
AUM
$4.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTNVA

HandshakeAffiliates

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

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