MATCH GRADE ADVISORS - Financial Advisor in South Carolina, Greenville

Tel: 864-250-0661 400 Pettigru St Greenville, South Carolina 29601

About MATCH GRADE ADVISORS

MATCH GRADE ADVISORS is a Greenville, South Carolina based financial advisory firm with nearly $279,260,383 in assets under management and provides investment advisory services for 244 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

299181

Firm SEC#:

801-114348

Assets Under Management:

$279,260,383

No. of Clients:

244

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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