Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > south carolina > greenville > GOEPPER BURKHARDT LLC
GOEPPER BURKHARDT LLC
531 South Main Street
Suite 303
Greenville, South Carolina 29601
Tel: 864-370-3244
About GOEPPER BURKHARDT LLC
GOEPPER BURKHARDT LLC, formally registered with the SEC as GOEPPER BURKHARDT LLC. The firm was established in 08/13/2003. They have over 1 offices throughout the country.
GOEPPER BURKHARDT LLC is a Greenville, South Carolina based Financial Planning firm with nearly $325,688,139 assets under management, offering retirement planning & investment advisory services to 660 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127896 |
| SEC# | 801-62283 |
| Assets Managed by Firm | $325,688,139 |
| No. of Clients | 660 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 660 | $325,688,139 |
| Individuals (other than high net worth individuals) | 69 | $33,243,919 |
| High net worth individuals | 108 | $288,369,993 |
| Charitable organizations | 2 | $4,074,227 |
More Retirement Planning firms in Greenville, South Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $463,475,486,343 | 1910545 | 35841 | |
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
| $4,462,882,442 | 42 | 16 | |
| $3,417,068,970 | 420 | 20 |
Explore More Retirement Advisors in Greenville, South Carolina