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ADVISOR.COM
ADVR, INC
CRD 318823 · SEC 801-128856
525 KING STREET, STE B, CHARLESTON, SC, 29403, United States
Phone
843-284-6261
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$126.8M
Discretionary AUM
$0
Team
12 total employees; 3 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES FROM 3RD-PARTY RIAS
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersINVESTMENT ADVISER REFERRAL SERVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 403 | $91.8M |
| High net worth individuals | 23 | $35.0M |
All web addresses on file
Official SEC filing: View on IAPD