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GREENWOOD CAPITAL ASSOCIATES, LLC

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

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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 $1,495,477,486 assets under management, offering retirement planning & investment advisory services to 714 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#115015
SEC#801-60493
Assets Managed by Firm$1,495,477,486
No. of Clients714
No. of Advisors19

Fee Structure

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

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTING, CONSULTING TO RETIREMENT PLAN SPONSORS)

Firm Client Information

No. of ClientsAUM
Firm Total714$1,495,477,486
Individuals (other than high net worth individuals)564$595,623,176
High net worth individuals74$215,216,505
Pension and profit sharing plans7$18,087,479
Charitable organizations39$128,383,987
Corporations or other businesses19$127,611,878

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PERMCAP INVESTMENT OFFICE
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$3,417,068,97042020

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