Foster Victor Wealth Advisors LLC

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Foster Victor Wealth Advisors LLC
CRD #283656
SEC #801-107775
CIK #0001769063
AUM $498.3 MM (95% Disc, 100% US, 2020-05-19)
Employees 17 (59% Investors, 0% Brokers)
Phone864-720-2000
Address10 S Academy Street
Greenville, SC 29601
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
50040030020010002010201320172021
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 ($)
2.01.61.20.80.40.02017201820192021
Comparable Firms State AUM ($BB)
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Municipal Asset Management Inc
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Moneco Advisors LLC
CT 0.5
KWMG LLC
KS 0.5
Cornell Pochily Investment Advisors Inc
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Meeder Advisory Services Inc
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Twele Capital Management Inc
MN 0.5
Brighton Securities Corp
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