520 Gervais St
Columbia, South Carolina 29201
Tel: 803-231-3492
SOUTHSTATE ADVISORY, INC, formally registered with the SEC as SOUTHSTATE ADVISORY, INC. The firm was established in 04/07/2010. They have over 9 offices throughout the country.
SOUTHSTATE ADVISORY, INC. is a Columbia, South Carolina based Financial Planning firm with nearly $3,417,068,970 assets under management, offering retirement planning & investment advisory services to 420 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 153113 |
SEC# | 801-71264 |
Assets Managed by Firm | $3,417,068,970 |
No. of Clients | 420 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 420 | $3,417,068,970 |
Individuals (other than high net worth individuals) | 109 | $31,180,381 |
High net worth individuals | 62 | $175,143,138 |
Pension and profit sharing plans | 76 | $436,349,518 |
Charitable organizations | 24 | $122,478,716 |
Other investment advisers | 1 | $1,537,029 |
Corporations or other businesses | 9 | $38,115,551 |
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 | |
$3,375,104,696 | 114 | 16 |
Explore More Retirement Advisors in Columbia, South Carolina