South Carolina Wealth Management Group, LLC

South Carolina Wealth Management Group, LLC (CRD# 169311) is a financial advisory firm headquartered in , . They manage $1,738,740 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/south-carolina-wealth-management-group-1553145911606805/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $46,993
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.

SC

Financial Advisors at South Carolina Wealth Management Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Smith, financial advisor Columbia SC
Matthew B. Smith
CRD#: 6260071
Columbia, SC

Matthew Smith (CRD# 6260071) is an Investment Advisor Representative working at South Carolina Wealth Management Group, LLC in Columbia, SC and has over 10 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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