BNA WEALTH
Tel: 803-324-7100 596 Herrons Ferry Road Suite 300 Rock Hill, South Carolina 29730
About BNA WEALTH
BNA WEALTH is a Rock Hill, South Carolina based financial advisory firm with nearly $374,609,264 in assets under management and provides investment advisory services for 424 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
39326
Firm SEC#:
801-48984
Assets Under Management:
$374,609,264
No. of Clients:
424
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
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