Wildes Financial Strategies, Inc.
Wildes Financial Strategies, Inc. (CRD# 289496) is a financial advisory firm headquartered in Georgetown, SC. They manage $100,063,188 in 827 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Wildes Financial Strategies, Inc.
By the Numbers
-
Total Assets Under Management100MILLION
-
Total Number of Accounts827ACCOUNTS
-
Average Account Value$120,995
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC, TN, TX, VA
Financial Advisors at Wildes Financial Strategies, Inc.
1
Jeffrey Wildes (CRD# 3218519) is an Investment Advisor Representative working at Wildes Financial Strategies, Inc. in Georgetown, SC and has over 24 years of experience in the finance industry.
2
Manuel Salazar (CRD# 7854326) is an Investment Advisor Representative working at Wildes Financial Strategies, Inc. in Georgetown, SC and has 1 year of experience in the finance industry.
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