Overview
Assets Under Management: $211 million
Headquarters: CHARLESTON, SC
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 595
Discretionary Accounts: 574
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 137536
Last Filing Date: 2025-01-16 00:00:00
Website: https://charlestonfinancial.net