BEERS KIGHT FINANCIAL ADVISORS, LLC

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

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 Status	Approved
Firm CRD#	160286
SEC#	801-73105
Assets Managed by Firm	$172,288,500
No. of Clients	272
No. of Advisors	2

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 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

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SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
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