1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FAMILY ASSET MANAGEMENT, LLC

Map pinCHARLESTON, SC
Phone843-723-2994
NotebookSEC #801-83169
Total AUM
$323.7M
Employees
6
Clients
216

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
997 MORRISON DRIVE, SUITE 401
CHARLESTON
SC 29403
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
843-723-2994

ReceiptFinancials

Total AUM
$323.7M
Accounts
467
Discretionary
$267.4M
Accounts
449
Non-Discretionary
$56.3M
Accounts
18

ContactClients

View more in analytics →

Individual Clients
115
AUM
$35.9M
HNW Individual Clients
85
AUM
$219.4M
Pension/Profit Sharing Plan Clients
11
AUM
$53.8M
Charitable Organization Clients
5
AUM
$14.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY LEGACY PLANNING AND DEVELOPMENT
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSC

HandshakeAffiliates

View all affiliates →

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

Feature requires an account