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