Overview
Assets Under Management: $3.4 billion
Headquarters: COLUMBIA, SC
High-Net-Worth Clients: 61
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: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 420
Discretionary Accounts: 342
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 153113
Last Filing Date: 2024-10-02 00:00:00
Website: https://southstatewealth.com