Generouswealth, LLC

Generouswealth, LLC (CRD# 308263) is a financial advisory firm headquartered in Summerville, SC. They manage $81,039,549 in 564 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
105 S Cedar Street, Suite D, Summerville, SC 29483
https://twitter.com/compassinvest1
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $143,687
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, LA, NC, SC, TX

Financial Advisors at Generouswealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Edward Carlton, financial advisor Summerville SC
Edward C. Carlton
CRD#: 2394365
105 S Cedar Street, Suite D, Summerville, SC 29483

Edward Carlton (CRD# 2394365) is an Investment Advisor Representative working at Generouswealth, LLC in Summerville, SC and has over 30 years of experience in the finance industry.

2
Christopher Mise, financial advisor Summerville SC
Christopher B. Mise
CRD#: 5786421
105 S Cedar Street, Suite D, Summerville, SC 29483

Christopher Mise (CRD# 5786421) is an Investment Advisor Representative working at Generouswealth, LLC in Summerville, SC and has over 13 years 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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