Objectivity Squared Wealth Management
Objectivity Squared Wealth Management (CRD# 311052) is a financial advisory firm headquartered in Charleston, SC. They manage $361,716,000 in 1,248 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Objectivity Squared Wealth Management
By the Numbers
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Total Assets Under Management362MILLION
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Total Number of Accounts1,248ACCOUNTS
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Average Account Value$289,837
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, GA, NC, NE, SC, TX, VA
Financial Advisors at Objectivity Squared Wealth Management
1
Nicholas Holmes (CRD# 4318839) is an Investment Advisor Representative working at Objectivity Squared Wealth Management in Charleston, SC and has over 23 years of experience in the finance industry.
2
Alexander Opoulos (CRD# 2565061) is an Investment Advisor Representative working at Objectivity Squared Wealth Management in Charleston, SC and has over 29 years of experience in the finance industry.
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