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CHARLESTON FINANCIAL ADVISORS, LLC
Tel: 843-722-3331
4 North Atlantic Wharf, Suite 200 Charleston, South Carolina 29401-2168
CHARLESTON FINANCIAL ADVISORS, LLC
CHARLESTON FINANCIAL ADVISORS, LLC is a Charleston, South Carolina based financial advisory firm with nearly $210,709,306 in assets under management and provides investment advisory services for 595 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 , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
137536
SEC#:
801-107090
No. of Clients:
595
Assets under Management
$210,709,306
No. of Advisors:
5
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