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GREENWOOD CAPITAL ASSOCIATES, LLC

Tel: 864-941-4049
425 Main Street
Suite 100
Greenwood, South Carolina  29646-2741

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GREENWOOD CAPITAL ASSOCIATES, LLC

GREENWOOD CAPITAL ASSOCIATES, LLC is a Greenwood, South Carolina based financial advisory firm with nearly $1,495,477,486 in assets under management and provides investment advisory services for 714 clients. There are currently 19 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 , Selection for other advisors , Education seminars/workshops , Other (CONSULTING, CONSULTING TO RETIREMENT PLAN SPONSORS)

Fee Structure:

A percentage of AUM, Fixed fees, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE

Firm CRD#:

115015

SEC#:

801-60493

No. of Clients:

714

Assets under Management

$1,495,477,486

No. of Advisors:

19

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