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SOUTHSTATE ADVISORY, INC.

Tel: 803-231-3492
520 Gervais St
Columbia, South Carolina  29201

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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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