18 N. Adgers Wharf
Charleston, South Carolina 29401
Tel: 843 882 7953
PERMANENS CAPITAL LP, formally registered with the SEC as PERMANENS CAPITAL LP. The firm was established in 06/13/2011. They have over 2 offices throughout the country.
PERMANENS CAPITAL L.P. is a Charleston, South Carolina based Financial Planning firm with nearly $4,193,707,521 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 157476 |
SEC# | 801-72416 |
Assets Managed by Firm | $4,193,707,521 |
No. of Clients | 47 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 47 | $4,193,707,521 |
High net worth individuals | 24 | $2,033,868,959 |
Pension and profit sharing plans | 2 | $203,604,469 |
Charitable organizations | 5 | $76,414,946 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$368,018,536,946 | 1688501 | 31366 | |
$26,631,669,631 | 59 | 368 | |
$3,451,348,607 | 922 | 10 | |
$3,362,897,429 | 11192 | 117 | |
$3,116,698,205 | 384 | 20 |
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