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BEERS KIGHT FINANCIAL ADVISORS, LLC

3830 Forest Drive
Columbia, South Carolina 29204
Tel: 803-787-0003

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About BEERS KIGHT FINANCIAL ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#160286
SEC#801-73105
Assets Managed by Firm$172,288,500
No. of Clients272
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total272$172,288,500
High net worth individuals96$167,508,500
Pension and profit sharing plans4$4,780,000

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