Bna Wealth
Bna Wealth (CRD# 39326) is a financial advisory firm headquartered in Rock Hill, SC. They manage $380,484,711 in 424 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management380MILLION
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Total Number of Accounts424ACCOUNTS
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Average Account Value$897,370
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC
Financial Advisors at Bna Wealth
1
Adam Ackerman (CRD# 6447420) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has over 9 years of experience in the finance industry.
2
Bernard Ackerman (CRD# 3103002) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has over 24 years of experience in the finance industry.
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