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OBJECTIVITY SQUARED WEALTH MANAGEMENT

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

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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

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