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CATAWBA RIVER CAPITAL

Tel: 803-831-0911
4100 Charlotte Hwy.
Lake Wylie, South Carolina  29710

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CATAWBA RIVER CAPITAL

CATAWBA RIVER CAPITAL is a Lake Wylie, South Carolina based financial advisory firm with nearly $235,067,030 in assets under management and provides investment advisory services for 820 clients. There are currently 4 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 , Other (PRIVATE INVESTMENT MANAGEMENT SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

134217

SEC#:

801-113237

No. of Clients:

820

Assets under Management

$235,067,030

No. of Advisors:

4

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