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Jr. Frederick Joyce

ASSET MANAGEMENT AND PLANNING, LLC·WEST COLUMBIA, South Carolina
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602 MEETING STREET, WEST COLUMBIA, SC 29169CRD# 1192356Firm CRD# 113961
01

About

Jr. Frederick Joyce is a registered financial advisor based in WEST COLUMBIA, South Carolina, affiliated with ASSET MANAGEMENT AND PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRUDEO PARTNERS, LLC
PRUDEO PARTNERS, LLC
AUM
$413M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1192356
Firm CRD# 113961
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jr. Frederick Joyce offer?
Jr. Frederick Joyce specializes in Financial Planning, Investment Management. Contact their office in WEST COLUMBIA, South Carolina for a consultation.
What are Jr. Frederick Joyce's credentials?
Jr. Frederick Joyce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr. Frederick Joyce located?
Jr. Frederick Joyce is based in WEST COLUMBIA, South Carolina, working with ASSET MANAGEMENT AND PLANNING, LLC. Their office serves clients in the WEST COLUMBIA metropolitan area and surrounding communities.
How does Jr. Frederick Joyce charge for services?
Jr. Frederick Joyce's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET MANAGEMENT AND PLANNING, LLC?
ASSET MANAGEMENT AND PLANNING, LLC has approximately 8 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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