MATTHEWS WEALTH MANAGEMENT LLC
Greenville, SC
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(864) 527-5982
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
33 advisers found
AZALEA CAPITAL
Greenville, SC
AUM
$24.8M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
864-235-0201
CAPITAL FOCUS, INC.
Greenville, SC
AUM
$16.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
864250-1177
FIDUCIARY ORGANIZATION, LLC
Greenville, SC
AUM
$14.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
864-704-5114
MATTY AI INC.
Greenville, SC
AUM
$39K
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
SERVICE FEE OF 3% OF ALL FUNDS ADDED TO THE MATTY ACCOUNT
864-888-7673
ALLOY INVESTMENT MANAGEMENT
Greenville, SC
AUM
—
Financial Planning
Team
8 advisors
Clients
0
Fees
SHARES IN THIRD PARTY ADVISORY FEES
(800) 689-3935
INSIGHT TAX & FINANCE LLC
Greenville, SC
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
864-432-6133
MORGAN INVESTMENTS INC
Greenville, SC
AUM
$49.6M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
864-235-4196
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