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Building 2WAYPOINT STRATEGIC ADVISORS

Map pinSUMMERVILLE, SC
Phone843-873-4420
NotebookSEC #801-70929
Total AUM
$39M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10570 DORCHESTER RD.
SUMMERVILLE
SC 29485
United States
Operating Hours
9:00AM -5:00PM
Monday - Friday
Phone
843-873-4420

ReceiptFinancials

Total AUM
$39M
Accounts
342
Discretionary
$0
Accounts
0
Non-Discretionary
$39M
Accounts
342

ContactClients

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None reported

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
GAKSNCSC

HandshakeAffiliates

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

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