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Building 2SANDLAPPER WEALTH MANAGEMENT, LLC

Map pinGREENVILLE, SC
Phone864-679-4701
NotebookSEC #801-76985
Total AUM
$142.3K
Employees
14
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 E. NORTH STREET
2ND FLOOR
GREENVILLE
SC 29601
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
864-679-4701

ReceiptFinancials

Total AUM
$142.3K
Accounts
4
Discretionary
$0
Accounts
0
Non-Discretionary
$142.3K
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAGAMDNMSC

HandshakeAffiliates

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

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