Allocator Index · CRD 39326

BNA WEALTH

Rock Hill, SC · 803-324-7100 · bnacpa.com/

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

388

Other individuals

146

HNW assets

$441.5M

Total AUM

$619.8M

Employees

8

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.