DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
Tel: 864-886-9766
414 Old Clemson Highway Seneca, South Carolina 29672
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. is a Seneca, South Carolina based financial advisory firm with nearly $174,233,322 in assets under management and provides investment advisory services for 257 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
Fee Structure:
A percentage of AUM, Hourly charges, Performance Based
Firm CRD#:
135759
SEC#:
801-114454
No. of Clients:
257
Assets under Management
$174,233,322
No. of Advisors:
4
More Financial Advisory Firms in Seneca, South Carolina
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| LPL FINANCIAL LLC | 6413 | 35841 |
| GREYSTAR INVESTMENT GROUP, LLC | 160665 | 510 |
| APOLLON WEALTH MANAGEMENT, LLC | 291902 | 167 |
| PERMCAP INVESTMENT OFFICE | 157476 | 16 |
| SOUTHSTATE ADVISORY, INC. | 153113 | 20 |
| PERFORMA LIMITED (US), LLC | 154232 | 16 |
More Firms in Seneca, South Carolina >>