4 North Atlantic Wharf, Suite 200
Charleston, South Carolina 29401-2168
Tel: 843-722-3331
CHARLESTON FINANCIAL ADVISORS, LLC, formally registered with the SEC as CHARLESTON FINANCIAL ADVISORS, LLC. The firm was established in 01/04/2016. They have over 1 offices throughout the country.
CHARLESTON FINANCIAL ADVISORS, LLC is a Charleston, South Carolina based Financial Planning firm with nearly $210,709,306 assets under management, offering retirement planning & investment advisory services to 595 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 137536 |
SEC# | 801-107090 |
Assets Managed by Firm | $210,709,306 |
No. of Clients | 595 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 595 | $210,709,306 |
Individuals (other than high net worth individuals) | 112 | $37,307,236 |
High net worth individuals | 77 | $167,238,412 |
Pension and profit sharing plans | 4 | $5,588,699 |
Charitable organizations | 1 | $142,368 |
Corporations or other businesses | 1 | $432,591 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$463,475,486,343 | 1910545 | 35841 | |
$28,309,013,200 | 61 | 510 | |
$5,519,652,128 | 15301 | 167 | |
$4,462,882,442 | 42 | 16 | |
$3,417,068,970 | 420 | 20 |
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