410 Mill St
Suite 107
Mount Pleasant, South Carolina 29464
Tel: 843-388-9925
SAOS CAPITAL, LLC, formally registered with the SEC as SAOS CAPITAL, LLC. The firm was established in 01/04/2012. They have over 1 offices throughout the country.
SAOS CAPITAL, LLC is a Mount Pleasant, South Carolina based Financial Planning firm with nearly $207,724,783 assets under management, offering retirement planning & investment advisory services to 1394 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 159515 |
SEC# | 801-72927 |
Assets Managed by Firm | $207,724,783 |
No. of Clients | 1394 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1394 | $207,724,783 |
Individuals (other than high net worth individuals) | 466 | $73,074,784 |
High net worth individuals | 60 | $122,823,612 |
Pension and profit sharing plans | 22 | $11,826,387 |
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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