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Building 2DAVINCI FINANCIAL DESIGNS

Map pinCOLUMBIA, SC
Phone803-741-0134
NotebookSEC #801-76524
Total AUM
$55.9M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 DEVINE ST
SUITE 200
COLUMBIA
SC 29205
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
803-741-0134

ReceiptFinancials

Total AUM
$55.9M
Accounts
650
Discretionary
$46.5M
Accounts
575
Non-Discretionary
$9.4M
Accounts
75

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LASC

HandshakeAffiliates

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

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