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WCM GLOBAL WEALTH, LLC
Tel: 864-967-9838
201 Riverplace Suite 500
Greenville, South Carolina 29601
WCM GLOBAL WEALTH, LLC
WCM GLOBAL WEALTH, LLC is a Greenville, South Carolina based financial advisory firm with nearly $245,407,588 in assets under management and provides investment advisory services for 302 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Other (VIDEO NEWSLETTER UPDATES)
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based
Firm CRD#:
156594
SEC#:
801-117029
No. of Clients:
302
Assets under Management
$245,407,588
No. of Advisors:
8
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