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Building 2SOUTHSTATE ADVISORY, INC.

Map pinCOLUMBIA, SC
Phone803-231-3492
NotebookSEC #801-71264
Total AUM
$3.8B
Employees
22
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
520 GERVAIS ST
COLUMBIA
SC 29201
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
803-231-3492
Other Offices
8

ReceiptFinancials

Total AUM
$3.8B
Accounts
441
Discretionary
$3.3B
Accounts
371
Non-Discretionary
$497.3M
Accounts
70

ContactClients

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Individual Clients
116
AUM
$37.4M
HNW Individual Clients
61
AUM
$191.6M
Banking Clients
1
AUM
$2.8B
Pension/Profit Sharing Plan Clients
85
AUM
$520.3M
Charitable Organization Clients
25
AUM
$141.5M
Government Entity Clients
1
AUM
$32.9M
Investment Advisor Clients
1
AUM
$1.7M
Insurance Company Clients
2
AUM
$20.3M
Corporation or Business Clients
8
AUM
$30.8M

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
FLGANCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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