Overview
Assets Under Management: $408 million
Headquarters: MOUNT PLEASANT, SC
High-Net-Worth Clients: 114
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 910
Discretionary Accounts: 894
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 114862
Last Filing Date: 2024-08-29 00:00:00
Website: https://mfcplanners.com