Overview

We are a South Carolina based wealth management firm with an AUM of approximately $70mm. We are a boutique firm that is looking to expand our geography and client base. We have experience in book acquisition and combined over 40 years of investment experience. Our team is client focused with unique experience in financial planning, investments, and health and insurance support. We are extremely flexible in the size of the firm we are looking to acquire.


Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...