Overview
Assets Under Management: $326 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 108
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.54
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 660
Discretionary Accounts: 659
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 127896
Last Filing Date: 2025-02-25 00:00:00
Website: https://gbrwm.com