WILDES FINANCIAL STRATEGIES, INC

625 Church St.
Georgetown, South Carolina 29440
Tel: 843-485-4371

About WILDES FINANCIAL STRATEGIES, INC

WILDES FINANCIAL STRATEGIES, INC, formally registered with the SEC as WILDES FINANCIAL STRATEGIES, INC. The firm was established in 07/23/2021. They have over 2 offices throughout the country.

WILDES FINANCIAL STRATEGIES, INC is a Georgetown, South Carolina based Financial Planning firm with nearly $105,397,018 assets under management, offering retirement planning & investment advisory services to 773 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289496
SEC#	801-121843
Assets Managed by Firm	$105,397,018
No. of Clients	773
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (ADVISORY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	773	$105,397,018
Individuals (other than high net worth individuals)	364	$63,736,801
High net worth individuals	19	$38,820,394
Charitable organizations	2	$695,125
Corporations or other businesses	3	$2,144,698

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PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
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