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Kimberly Dawn Chism-Moore

FAMILY ASSET MANAGEMENT, LLC·CHARLESTON, South Carolina
Unclaimed Profile
997 MORRISON DRIVE, SUITE 401, CHARLESTON, SC 29403CRD# 5618029Firm CRD# 129738
01

About

Kimberly Dawn Chism-Moore is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with FAMILY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
FAMILY ASSET MANAGEMENT, LLC
FAMILY ASSET MANAGEMENT, LLC
AUM
$324M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FAMILY ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5618029
Firm CRD# 129738
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Dawn Chism-Moore offer?
Kimberly Dawn Chism-Moore specializes in Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Kimberly Dawn Chism-Moore's credentials?
Kimberly Dawn Chism-Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Dawn Chism-Moore located?
Kimberly Dawn Chism-Moore is based in CHARLESTON, South Carolina, working with FAMILY ASSET MANAGEMENT, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Kimberly Dawn Chism-Moore charge for services?
Kimberly Dawn Chism-Moore's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY ASSET MANAGEMENT, LLC?
FAMILY ASSET MANAGEMENT, LLC has approximately 6 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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