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Building 2DIVIDEND ASSETS CAPITAL, LLC

Map pinRIDGELAND, SC
Phone843.645.9700
NotebookSEC #801-62643
Total AUM
$540.8M
Employees
7
Clients
401

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
58 RIVERWALK BLVD.
RIDGELAND
SC 29936-8126
United States
Operating Hours
8:30 AM - 4:30PM
Monday - Friday
Phone
843.645.9700

ReceiptFinancials

Total AUM
$540.8M
Accounts
595
Discretionary
$540.8M
Accounts
595
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
333
AUM
$193.7M
HNW Individual Clients
49
AUM
$274.1M
Investment Company Clients
1
AUM
$11.9M
Pension/Profit Sharing Plan Clients
2
AUM
$1.4M
Charitable Organization Clients
3
AUM
$14.1M
Corporation or Business Clients
13
AUM
$45.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTDCFLGAMAMDMEMIMTNCNHNJNYOHPARISCTNTXUTVAWAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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