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Home > Retirement Planners > south carolina > hilton head > HILTON HEAD FINANCIAL ADVISORS, INC.
HILTON HEAD FINANCIAL ADVISORS, INC.
3600 Main Street
Suite 200
Hilton Head, South Carolina 29926
Tel: 843-681-8300
About HILTON HEAD FINANCIAL ADVISORS, INC.
HILTON HEAD FINANCIAL ADVISORS, INC, formally registered with the SEC as HILTON HEAD FINANCIAL ADVISORS, INC. The firm was established in 05/30/2006. They have over 1 offices throughout the country.
HILTON HEAD FINANCIAL ADVISORS, INC. is a Hilton Head, South Carolina based Financial Planning firm with nearly $283,328,043 assets under management, offering retirement planning & investment advisory services to 545 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140249 |
| SEC# | 801-66568 |
| Assets Managed by Firm | $283,328,043 |
| No. of Clients | 545 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 545 | $283,328,043 |
| Individuals (other than high net worth individuals) | 136 | $63,513,694 |
| High net worth individuals | 29 | $197,060,546 |
| Corporations or other businesses | 1 | $22,753,803 |
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|---|---|---|---|
| $463,475,486,343 | 1910545 | 35841 | |
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
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| $3,417,068,970 | 420 | 20 |
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