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CATAWBA RIVER CAPITAL
Investment Advice|LAKE WYLIE, SC
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$262.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 232.5M |
| Non-Discretionary | 29.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 134217 |
| SEC Number | 801-113237 |
| Street Address | 4100 CHARLOTTE HWY. |
| Location | LAKE WYLIE, SC 29710 |
| Country | United States |
| Phone | 803-831-0911 |
| Total Employees | 4 |
Client Count by Type (233 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 121 |
| High Net Worth Individual… | 101 |
| Corporations/Businesses | 7 |
| Charitable Organizations | 4 |
County data not available for this organization.