Websterrogers Financial Advisors LLC


Assets, Funds, Holdings

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Websterrogers Financial Advisors LLC
CRD #121006
SEC #801-61500
CIK #0001841757
AUM $618.3 MM (100% Disc, 100% US, 2021-03-22)
Employees 12 (83% Investors, 0% Brokers)
Address1411 Second Loop Road
Florence, SC 29505-2801
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
EDGAR Form CIK 2011 - 2021
13F-HR [0001841757]
Comparable Firms State AUM ($BB)
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MA 0.6
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World Trend Financial Planning Services Ltd
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KB Financial Partners LLC
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Three Peaks Capital Management LLC
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CA Family Wealth LLC
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Clayton Financial Services Inc
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Sensible Financial Planning and Management LLC
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