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Building 2SAOS CAPITAL, LLC

Map pinMOUNT PLEASANT, SC
Phone843-388-9925
NotebookSEC #801-72927
Total AUM
$239.1M
Employees
4
Clients
561

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
410 MILL ST
SUITE 107
MOUNT PLEASANT
SC 29464
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
843-388-9925

ReceiptFinancials

Total AUM
$239.1M
Accounts
1,448
Discretionary
$225.1M
Accounts
1,423
Non-Discretionary
$14M
Accounts
25

ContactClients

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Individual Clients
456
AUM
$83M
HNW Individual Clients
80
AUM
$142.1M
Pension/Profit Sharing Plan Clients
25
AUM
$14M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMINCPASCTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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