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WSC & COMPANY, LLC

2333 Randolph Road
Suite 200
Charlotte, North Carolina 28207
Tel: 704-408-9943

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About WSC & COMPANY, LLC

WSC & COMPANY, LLC, formally registered with the SEC as WSC & COMPANY, LLC. The firm was established in 06/26/2023. They have over 1 offices throughout the country.

WSC & COMPANY, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $313,297,587 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#289138
SEC#801-128198
Assets Managed by Firm$313,297,587
No. of Clients4
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$313,297,587

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