Overview
Assets Under Management: $208 million
Headquarters: MOUNT PLEASANT, SC
High-Net-Worth Clients: 60
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: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.13
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,394
Discretionary Accounts: 1,372
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 159515
Last Filing Date: 2025-02-25 00:00:00
Website: https://saoscapital.com