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SOUTHSTATE ADVISORY, INC.
Tel: 803-231-3492
520 Gervais St Columbia, South Carolina 29201
SOUTHSTATE ADVISORY, INC.
SOUTHSTATE ADVISORY, INC. is a Columbia, South Carolina based financial advisory firm with nearly $3,417,068,970 in assets under management and provides investment advisory services for 420 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
153113
SEC#:
801-71264
No. of Clients:
420
Assets under Management
$3,417,068,970
No. of Advisors:
20
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