PERMCAP INVESTMENT OFFICE

18 N. Adgers Wharf
Charleston, South Carolina 29401
Tel: 843 882 7950

About PERMCAP INVESTMENT OFFICE

PERMCAP INVESTMENT OFFICE, formally registered with the SEC as PERMCAP INVESTMENT OFFICE. The firm was established in 06/13/2011. They have over 2 offices throughout the country.

PERMCAP INVESTMENT OFFICE is a Charleston, South Carolina based Financial Planning firm with nearly $4,462,882,442 assets under management, offering retirement planning & investment advisory services to 42 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157476
SEC#	801-72416
Assets Managed by Firm	$4,462,882,442
No. of Clients	42
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	42	$4,462,882,442
High net worth individuals	21	$2,177,625,640
Pension and profit sharing plans	3	$267,187,881
Charitable organizations	5	$154,170,564

More Retirement Planning firms in Charleston, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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