Objectivity Squared Wealth Management

Objectivity Squared Wealth Management (CRD# 311052) is a financial advisory firm headquartered in Charleston, SC. They manage $361,716,000 in 1,248 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
701 East Bay Street, Suite 403, Charleston, SC 29403
https://www.objectivitysquared.com
By the Numbers
  • Total Assets Under Management
    362
    MILLION
  • Total Number of Accounts
    1,248
    ACCOUNTS
  • Average Account Value
    $289,837
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NE, SC, TX, VA

Financial Advisors at Objectivity Squared Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Holmes, financial advisor Charleston SC
Nicholas C. Holmes
CRD#: 4318839
701 East Bay Street, Suite 403, Charleston, SC 29403

Nicholas Holmes (CRD# 4318839) is an Investment Advisor Representative working at Objectivity Squared Wealth Management in Charleston, SC and has over 23 years of experience in the finance industry.

2
Alexander Opoulos, financial advisor Charleston SC
Alexander Opoulos
CRD#: 2565061
701 East Bay Street, Suite 403, Charleston, SC 29403

Alexander Opoulos (CRD# 2565061) is an Investment Advisor Representative working at Objectivity Squared Wealth Management in Charleston, SC and has over 29 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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