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OBJECTIVITY SQUARED, LLC
OBJECTIVITY SQUARED, LLC
OBJECTIVITY SQUARED WEALTH MANAGEMENT
CHARLESTON, South Carolina
·
2 registered advisors
·
CRD# 311052
SEC# 801-119693
0
(843) 212-2805
01
Firm Overview
AUM
$362M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at OBJECTIVITY SQUARED, LLC
2 registered advisors
Alexander Opoulos
CHARLESTON, South Carolina
CRD# 2565061
Nicholas C Holmes
CHARLESTON, South Carolina
CRD# 4318839
05
Office Locations
CHARLESTON, South Carolina
2 advisors
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Data sourced from SEC Form ADV filings. OBJECTIVITY SQUARED, LLC (CRD# 311052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.