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BOWSIDE CAPITAL, LLC
211 King Street, Suite 204
Charleston, South Carolina 29401
Tel: 843-725-7500
About BOWSIDE CAPITAL, LLC
BOWSIDE CAPITAL, LLC, formally registered with the SEC as BOWSIDE CAPITAL, LLC. The firm was established in 07/08/2022. They have over 1 offices throughout the country.
BOWSIDE CAPITAL, LLC is a Charleston, South Carolina based Financial Planning firm with nearly $226,493,001 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170509 |
| SEC# | 801-126065 |
| Assets Managed by Firm | $226,493,001 |
| No. of Clients | 4 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $226,493,001 |
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