Generouswealth, LLC
Generouswealth, LLC (CRD# 308263) is a financial advisory firm headquartered in Summerville, SC. They manage $81,039,549 in 564 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management81MILLION
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Total Number of Accounts564ACCOUNTS
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Average Account Value$143,687
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, LA, NC, SC, TX
Financial Advisors at Generouswealth, LLC
1
Edward Carlton (CRD# 2394365) is an Investment Advisor Representative working at Generouswealth, LLC in Summerville, SC and has over 30 years of experience in the finance industry.
2
Christopher Mise (CRD# 5786421) is an Investment Advisor Representative working at Generouswealth, LLC in Summerville, SC and has over 13 years of experience in the finance industry.
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