701 East Bay Street
Suite 403
Charleston, South Carolina 29403
Tel: (843) 212-2805
OBJECTIVITY SQUARED WEALTH MANAGEMENT, formally registered with the SEC as OBJECTIVITY SQUARED WEALTH MANAGEMENT. The firm was established in 10/26/2020. They have over 1 offices throughout the country.
OBJECTIVITY SQUARED WEALTH MANAGEMENT is a Charleston, South Carolina based Financial Planning firm with nearly $361,716,000 assets under management, offering retirement planning & investment advisory services to 1248 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 311052 |
SEC# | 801-119693 |
Assets Managed by Firm | $361,716,000 |
No. of Clients | 1248 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1248 | $361,716,000 |
Individuals (other than high net worth individuals) | 46 | $15,900,000 |
High net worth individuals | 67 | $287,326,000 |
Pension and profit sharing plans | Fewer than 5 clients | $3,850,000 |
Charitable organizations | Fewer than 5 clients | $6,740,000 |
Corporations or other businesses | 6 | $47,900,000 |
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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