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 $1,495,477,486 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 Status	Approved
Firm CRD#	115015
SEC#	801-60493
Assets Managed by Firm	$1,495,477,486
No. of Clients	714
No. of Advisors	19

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 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

More Retirement Planning firms in Greenwood, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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