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