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Building 2R.P. BOGGS & CO.

Map pinLAKE WYLIE, SC
Phone803-831-0911
NotebookSEC #801-66354
Total AUM
$39.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4100 CHARLOTTE HWY.
LAKE WYLIE
SC 29710
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
803-831-0911

ReceiptFinancials

Total AUM
$39.1M
Accounts
237
Discretionary
$34.4M
Accounts
197
Non-Discretionary
$4.6M
Accounts
40

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSC

HandshakeAffiliates

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

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