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Building 2CHARLESTON FINANCIAL ADVISORS, LLC

Map pinCHARLESTON, SC
Phone843-722-3331
NotebookSEC #801-65932
Total AUM
$73.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 NORTH ATLANTIC WHARF, SUITE 200
CHARLESTON
SC 29401-2168
United States
Operating Hours
9:30 AM TO 5:30 PM
Monday - Friday
Phone
843-722-3331

ReceiptFinancials

Total AUM
$73.9M
Accounts
340
Discretionary
$73.9M
Accounts
340
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SCTX

HandshakeAffiliates

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

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