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WILDES FINANCIAL STRATEGIES, INC
WILDES FINANCIAL STRATEGIES, INC
GEORGETOWN, South Carolina
·
1 registered advisor
·
CRD# 289496
SEC# 801-121843
1
843-485-4371
01
Firm Overview
AUM
$105M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WILDES FINANCIAL STRATEGIES, INC
1 registered advisor
Jeffrey Dean Wildes
GEORGETOWN, South Carolina
CRD# 3218519
05
Office Locations
GEORGETOWN, South Carolina
1 advisor
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Data sourced from SEC Form ADV filings. WILDES FINANCIAL STRATEGIES, INC (CRD# 289496) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.