South Financial Asset Management, Inc. (Greenville)

Name: South Financial Asset Management, Inc.
Address: 102 South Main Street, Greenville, SC, 29601
Telephone: 864-255-9429

South Financial Asset Management, Inc. is a large advisory firm based in Greenville. It manages $119 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of South Carolina.

South Financial Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

South Financial Asset Management: assets under management

The assets under management (AUM) of South Financial Asset Management, Inc. is $119 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $119 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39.67 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay South Financial Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenville

The principal office where South Financial Asset Management, Inc. performs its advisory services is located at 102 South Main Street, Greenville, SC 29601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-255-9429 or by fax 864-241-1060. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at thesouthgroup.com/.

South Financial Asset Management, Inc. (Greenville)

South Financial Asset Management: assets under management

Fees & Commissions

Based in Greenville

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