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Building 2BURKETT FINANCIAL SERVICES, LLC

Map pinROCK HILL, SC
Phone803-980-3232
NotebookSEC #801-67535
Total AUM
$572.6M
Employees
7
Clients
478

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
128 EAST MAIN STREET
SUITE 101
ROCK HILL
SC 29730
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
803-980-3232
Other Offices
1

ReceiptFinancials

Total AUM
$572.6M
Accounts
1,525
Discretionary
$554.2M
Accounts
1,522
Non-Discretionary
$18.4M
Accounts
3

ContactClients

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Individual Clients
279
AUM
$91.2M
HNW Individual Clients
197
AUM
$462.3M
Pension/Profit Sharing Plan Clients
1
AUM
$18.4M
Charitable Organization Clients
1
AUM
$707.8K

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
FLGANCSCTX

HandshakeAffiliates

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

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