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Home > Retirement Planners > south carolina > greer > VAN DER NOORD FINANCIAL ADVISORS, INC.
VAN DER NOORD FINANCIAL ADVISORS, INC.
The Village At Thornblade
420 The Parkway, Suite G2
Greer, South Carolina 29650
Tel: 864-801-1977
About VAN DER NOORD FINANCIAL ADVISORS, INC.
VAN DER NOORD FINANCIAL ADVISORS, INC, formally registered with the SEC as VAN DER NOORD FINANCIAL ADVISORS, INC. The firm was established in 03/31/2021. They have over 2 offices throughout the country.
VAN DER NOORD FINANCIAL ADVISORS, INC. is a Greer, South Carolina based Financial Planning firm with nearly $133,823,592 assets under management, offering retirement planning & investment advisory services to 363 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135556 |
| SEC# | 801-120664 |
| Assets Managed by Firm | $133,823,592 |
| No. of Clients | 363 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 363 | $133,823,592 |
| Individuals (other than high net worth individuals) | 79 | $31,518,787 |
| High net worth individuals | 47 | $97,966,802 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,150,022 |
| Charitable organizations | Fewer than 5 clients | $187,981 |
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