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Building 2WARD FINANCIAL ADVISORS, LTD.

Map pinCOLUMBIA, SC
Phone803-929-0720
NotebookSEC #801-66269
Total AUM
$62.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1925 GADSDEN STREET
COLUMBIA
SC 29201-2346
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
803-929-0720

ReceiptFinancials

Total AUM
$62.3M
Accounts
90
Discretionary
$59.8M
Accounts
85
Non-Discretionary
$2.5M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
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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