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Building 2DAVINCI FINANCIAL DESIGNS

Map pinCOLUMBIA, SC
Phone803-741-0134
NotebookSEC #801-80733
Total AUM
$222.8M
Employees
5
Clients
353

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5301 N. TRENHOLM ROAD
SUITE A
COLUMBIA
SC 29206
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
803-741-0134

ReceiptFinancials

Total AUM
$222.8M
Accounts
1,250
Discretionary
$222.8M
Accounts
1,250
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
306
AUM
$87.2M
HNW Individual Clients
44
AUM
$132.3M
Charitable Organization Clients
1
AUM
$3.2M
Corporation or Business Clients
2
AUM
$61.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGALAMDNCNHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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