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Building 2THE MUTUAL FUND STORE

Map pinCOLUMBIA, SC
Phone803-865-7666
NotebookSEC #801-68200
Total AUM
$816.3K
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
163-5 FORUM DR
COLUMBIA
SC 29229
USA
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
803-865-7666

ReceiptFinancials

Total AUM
$816.3K
Accounts
13
Discretionary
$816.3K
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

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

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