Overview
Assets Under Management: $174 million
Headquarters: SENECA, SC
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 257
Discretionary Accounts: 257
Regulatory Filings
CRD Number: 135759
Last Filing Date: 2024-07-08 00:00:00
Website: https://bellsouth.net