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| Foster Victor Wealth Advisors LLC
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|---|---|
| CRD # | 283656 |
| SEC # | 801-107775 |
| CIK # | 0001769063 |
| AUM | $498.3 MM (95% Disc, 100% US, 2020-05-19) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 864-720-2000 |
| Address | 10 S Academy Street Greenville, SC 29601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SCHV | 21.8 | ||
| JPME | 19.1 | ||
| JPUS | 18.9 | ||
| JPSE | 14.3 | ||
| SCHM | 5.0 | ||
| SCHG | 4.4 | ||
| EFAV | 4.2 | ||
| AMZN | 0.7 | 4.0 | |
| AMGN | 0.1 | 4.0 | |
| JNJ | 0.3 | 3.8 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Decatur Capital Management Inc
✚
|
GA | 0.5 |
|
Trinity Capital Investors
✚
|
MS | 0.5 |
|
Carderock Capital Management Inc
✚
|
MD | 0.5 |
|
Municipal Asset Management Inc
✚
|
NY | 0.5 |
|
Moneco Advisors LLC
✚
|
CT | 0.5 |
|
KWMG LLC
✚
|
KS | 0.5 |
|
Cornell Pochily Investment Advisors Inc
✚
|
NY | 0.5 |
|
Meeder Advisory Services Inc
✚
|
OH | 0.5 |
|
Twele Capital Management Inc
✚
|
MN | 0.5 |
|
Brighton Securities Corp
✚
|
NY | 0.5 |