Azalea Capital

Azalea Capital (CRD# 164102) is a financial advisory firm headquartered in Greenville, SC. They manage $37,921,254 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
55 Beattie Place, Suite 1500, Greenville, SC 29601
http://www.azaleacapital.com
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $12,640,418
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Azalea Capital
Showing 1 - 2 of 2 top financial advisors.
1
Marshall Cole Iii, financial advisor Greenville SC
Marshall H. Cole Iii
CRD#: 6073296
55 Beattie Place, Suite 1500, Greenville, SC 29601

Marshall Cole Iii (CRD# 6073296) is an Investment Advisor Representative working at Azalea Capital in Greenville, SC and has 1 year of experience in the finance industry.

2
Patrick Duncan, financial advisor Greenville SC
Patrick A. Duncan
CRD#: 6073289
55 Beattie Place, Suite 1500, Greenville, SC 29601

Patrick Duncan (CRD# 6073289) is an Investment Advisor Representative working at Azalea Capital in Greenville, SC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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