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

More Retirement Planning firms in Rock Hill, 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

Explore More Retirement Advisors in Rock Hill, South Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.