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Home > Retirement Planners > south carolina > columbia > SOUTHSTATE ADVISORY, INC.
SOUTHSTATE ADVISORY, INC.
520 Gervais St
Columbia, South Carolina 29201
Tel: 803-231-3492
About SOUTHSTATE ADVISORY, INC.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| 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 |
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|---|---|---|---|
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| $4,462,882,442 | 42 | 16 | |
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