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Building 2LEPHEW FINANCIAL SERVICES, INC.

Map pinROCK HILL, SC
Phone803-329-5125
NotebookSEC #801-63822
Total AUM
$205.5M
Employees
7
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
452 LAKESHORE PARKWAY
SUITE 115
ROCK HILL
SC 29730
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
803-329-5125

ReceiptFinancials

Total AUM
$205.5M
Accounts
691
Discretionary
$205.5M
Accounts
691
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$53M
HNW Individual Clients
88
AUM
$152.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTNTX

HandshakeAffiliates

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

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