3830 Forest Drive
Columbia, South Carolina 29204
Tel: 803-787-0003
BEERS KIGHT FINANCIAL ADVISORS, LLC, formally registered with the SEC as BEERS KIGHT FINANCIAL ADVISORS, LLC. The firm was established in 01/01/2012. They have over 1 offices throughout the country.
BEERS KIGHT FINANCIAL ADVISORS, LLC is a Columbia, South Carolina based Financial Planning firm with nearly $172,288,500 assets under management, offering retirement planning & investment advisory services to 272 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 160286 |
SEC# | 801-73105 |
Assets Managed by Firm | $172,288,500 |
No. of Clients | 272 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 272 | $172,288,500 |
High net worth individuals | 96 | $167,508,500 |
Pension and profit sharing plans | 4 | $4,780,000 |
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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