Palmetto Coast Advisors, Inc.

Palmetto Coast Advisors, Inc. (CRD# 270012) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $42,111,413 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $601,592
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC, TX

Financial Advisors at Palmetto Coast Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael J. Kreft
CRD#: 5184803
210 Wingo Way, Suite 400, Mount Pleasant, SC 29464

Michael Kreft (CRD# 5184803) is an Investment Advisor Representative working at Palmetto Coast Advisors, Inc. in Mount Pleasant, SC and has over 17 years of experience in the finance industry.

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