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BNA WEALTH

Tel: 803-324-7100
596 Herrons Ferry Road
Suite 300
Rock Hill, South Carolina  29730

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BNA WEALTH

BNA WEALTH is a Rock Hill, South Carolina based financial advisory firm with nearly $374,609,264 in assets under management and provides investment advisory services for 424 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

39326

SEC#:

801-48984

No. of Clients:

424

Assets under Management

$374,609,264

No. of Advisors:

5

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