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Building 2FAMILY ASSET MANAGEMENT, LLC

Map pinCHARLESTON, SC
Phone843-723-2994
NotebookSEC #801-67967
Total AUM
$65.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 SOCIETY STREET
CHARLESTON
SC 29401
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
843-723-2994

ReceiptFinancials

Total AUM
$65.4M
Accounts
54
Discretionary
$63.3M
Accounts
52
Non-Discretionary
$2.1M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges 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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