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Building 2CDA GROUP

Map pinGREENVILLE, SC
Phone864-235-1428
NotebookSEC #801-70794
Total AUM
$480.5M
Employees
3
Clients
312

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
619 HALTON ROAD
BLDG. 1A
GREENVILLE
SC 29607
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
864-235-1428
Other Offices
1

ReceiptFinancials

Total AUM
$480.5M
Accounts
1,000
Discretionary
$0
Accounts
0
Non-Discretionary
$480.5M
Accounts
1,000

ContactClients

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Individual Clients
194
AUM
$49.8M
HNW Individual Clients
118
AUM
$430.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ESTATE PLANNING, LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE
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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