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GREENWOOD CAPITAL ASSOCIATES, LLC

Tel: 864-941-4049
425 Main Street
Suite 100
Greenwood, South Carolina  29646-2741

About GREENWOOD CAPITAL ASSOCIATES, LLC

GREENWOOD CAPITAL ASSOCIATES, LLC is a Greenwood, South Carolina based financial advisory firm with nearly $1,495,477,486 in assets under management and provides investment advisory services for 714 clients. There are currently 19 financial advisors at the firm.


General Information

Firm CRD#:   115015
SEC#:   801-60493
Assets under Management:   $1,495,477,486
No. of Clients:   714
No. of Advisors:   19
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, Education seminars/workshops, Other (CONSULTING, CONSULTING TO RETIREMENT PLAN SPONSORS)
Fee Structure:   A percentage of AUM, Fixed fees, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)

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