GREENWOOD CAPITAL ASSOCIATES, LLC - Financial Advisor in South Carolina, Greenwood

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

Firm SEC#:

801-60493

Assets Under Management:

$1,495,477,486

No. of Clients:

714

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
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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Top Financial Advisory Firms in South Carolina, Greenwood

FirmCRD#:281278

SEC#:801-106810

No. of Advisors:2

No. of Clients:755

AUM:$469,591,642

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

STOKES CAPITAL ADVISORS, LLC

281278

801-106810

755

$469,591,642

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