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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 8 offices throughout the country.
SOUTHSTATE ADVISORY, INC. is a Columbia, South Carolina based Financial Planning firm with nearly $3,116,698,205 assets under management, offering retirement planning & investment advisory services to 384 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 | $3,116,698,205 |
| No. of Clients | 384 |
| No. of Advisors | 20 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 384 | $3,116,698,205 |
| Individuals (other than high net worth individuals) | 98 | $24,218,447 |
| High net worth individuals | 63 | $164,808,559 |
| Pension and profit sharing plans | 68 | $362,764,748 |
| Charitable organizations | 23 | $103,327,050 |
| Corporations or other businesses | 6 | $16,893,521 |
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