Overview
Assets Under Management: $1.7 billion
Headquarters: GREENWOOD, SC
High-Net-Worth Clients: 14
Average Client Assets: $47 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.08
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 706
Discretionary Accounts: 706
Regulatory Filings
CRD Number: 115015
Filing ID: 2007443
Last Filing Date: 2025-08-04 08:46:00
Website: https://greenwoodcapital.com