GREENWOOD CAPITAL ASSOCIATES, LLC

425 Main Street
Suite 100
Greenwood, South Carolina 29646-2741
Tel: 864-941-4049

About GREENWOOD CAPITAL ASSOCIATES, LLC

GREENWOOD CAPITAL ASSOCIATES, LLC, formally registered with the SEC as GREENWOOD CAPITAL ASSOCIATES, LLC. The firm was established in 09/05/2001. They have over 2 offices throughout the country.

GREENWOOD CAPITAL ASSOCIATES, LLC is a Greenwood, South Carolina based Financial Planning firm with nearly $1,364,808,572 assets under management, offering retirement planning & investment advisory services to 682 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115015
SEC#	801-60493
Assets Managed by Firm	$1,364,808,572
No. of Clients	682
No. of Advisors	20

Fee Structure

A Percentage of AUM
Other(% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	682	$1,364,808,572
Individuals (other than high net worth individuals)	529	$530,217,780
High net worth individuals	82	$209,384,444
Pension and profit sharing plans	7	$16,265,151
Charitable organizations	32	$117,622,458
Corporations or other businesses	22	$119,580,940

Inquire with GREENWOOD CAPITAL ASSOCIATES, LLC

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