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BNA WEALTH
596 Herrons Ferry Road
Suite 300
Rock Hill, South Carolina 29730
Tel: 803-324-7100
About BNA WEALTH
BNA WEALTH, formally registered with the SEC as BNA WEALTH. The firm was established in 04/18/1995. They have over 1 offices throughout the country.
BNA WEALTH is a Rock Hill, South Carolina based Financial Planning firm with nearly $374,609,264 assets under management, offering retirement planning & investment advisory services to 424 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 39326 |
| SEC# | 801-48984 |
| Assets Managed by Firm | $374,609,264 |
| No. of Clients | 424 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- 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 | 424 | $374,609,264 |
| Individuals (other than high net worth individuals) | 213 | $72,474,984 |
| High net worth individuals | 248 | $302,134,280 |
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|---|---|---|---|
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