Elliott Davis Investment Advisory Services, LLC is a large advisory firm based in Greenville. It manages $262.17 million of regulatory assets for 645 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Colorado, Florida, and 7 other states.
Elliott Davis Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Elliott Davis Investment Advisory Services, LLC is $262.17 million. The firm's AUM has grown by 634% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Elliott Davis Investment Advisory Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Elliott Davis Investment Advisory Services, LLC performs its advisory services is located at 124 Verdae Blvd, Greenville, SC 29607, which is also the mailing address of the firm. An additional office of the firm is in Anderson, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 864-288-2849 or by fax 864-288-5218. The normal business hours are 9:30am - 4:30 pm on Monday - Friday.