National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > south carolina > charleston

OBJECTIVITY SQUARED WEALTH MANAGEMENT

Tel: (843) 212-2805
701 East Bay Street
Suite 403
Charleston, South Carolina  29403

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

OBJECTIVITY SQUARED WEALTH MANAGEMENT

OBJECTIVITY SQUARED WEALTH MANAGEMENT is a Charleston, South Carolina based financial advisory firm with nearly $361,716,000 in assets under management and provides investment advisory services for 1248 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM

Firm CRD#:

311052

SEC#:

801-119693

No. of Clients:

1248

Assets under Management

$361,716,000

No. of Advisors:

6

More Financial Advisory Firms in Charleston, South Carolina

Financial Advisory FirmFirm CRD#No. of Advisors
LPL FINANCIAL LLC 641335841
GREYSTAR INVESTMENT GROUP, LLC 160665510
APOLLON WEALTH MANAGEMENT, LLC 291902167
PERMCAP INVESTMENT OFFICE 15747616
SOUTHSTATE ADVISORY, INC. 15311320
PERFORMA LIMITED (US), LLC 15423216

More Firms in Charleston, South Carolina >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.