425 Main Street
Suite 100
Greenwood, South Carolina 29646-2741
Tel: 864-941-4049
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 $1,495,477,486 assets under management, offering retirement planning & investment advisory services to 714 clients. The firm is staffed with 19 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 115015 |
SEC# | 801-60493 |
Assets Managed by Firm | $1,495,477,486 |
No. of Clients | 714 |
No. of Advisors | 19 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 714 | $1,495,477,486 |
Individuals (other than high net worth individuals) | 564 | $595,623,176 |
High net worth individuals | 74 | $215,216,505 |
Pension and profit sharing plans | 7 | $18,087,479 |
Charitable organizations | 39 | $128,383,987 |
Corporations or other businesses | 19 | $127,611,878 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$463,475,486,343 | 1910545 | 35841 | |
$28,309,013,200 | 61 | 510 | |
$5,519,652,128 | 15301 | 167 | |
$4,462,882,442 | 42 | 16 | |
$3,417,068,970 | 420 | 20 |
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