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Home > Retirement Planners > south carolina > greenville > FOSTER VICTOR WEALTH ADVISORS
FOSTER VICTOR WEALTH ADVISORS
10 Toy Street
Suite 200
Greenville, South Carolina 29601
Tel: (864) 720-2000
About FOSTER VICTOR WEALTH ADVISORS
FOSTER VICTOR WEALTH ADVISORS, formally registered with the SEC as FOSTER VICTOR WEALTH ADVISORS. The firm was established in 05/04/2016. They have over 1 offices throughout the country.
FOSTER VICTOR WEALTH ADVISORS is a Greenville, South Carolina based Financial Planning firm with nearly $2,014,684,499 assets under management, offering retirement planning & investment advisory services to 5502 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283656 |
| SEC# | 801-107775 |
| Assets Managed by Firm | $2,014,684,499 |
| No. of Clients | 5502 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5502 | $2,014,684,499 |
| Individuals (other than high net worth individuals) | 913 | $270,769,017 |
| High net worth individuals | 572 | $1,654,330,130 |
| Charitable organizations | Fewer than 5 clients | $376,742 |
| Corporations or other businesses | 78 | $87,082,122 |
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