Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > south carolina > georgetown > WILDES FINANCIAL STRATEGIES, INC
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 |
More Retirement Planning firms in Georgetown, South Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Georgetown, South Carolina