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Websterrogers Financial Advisors, LLC

● SEC registered since 2002CRD 121006SEC# 801-61500Florence, SC
Export (members)
Reg. AUM
$371.8M
Employees
10
Accounts
744
Location
Florence, SC

Websterrogers Financial Advisors, LLC assets under management

Websterrogers Financial Advisors, LLC operates as an SEC-registered investment adviser based in Florence, SC. The firm has been registered since 2002. It reports $371.8 million in regulatory assets under management and employs 10 people.

Websterrogers Financial Advisors, LLC owners & executives

12 reported
NameTitleOwnershipSince
Amy Marie Fisher ControlManaging Member, Director5-10%2014
Anthony Chester WrobelMember5-10%1999
Charles Laney TalbertMemberUnder 5%2013
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Frequently asked questions

How much does Websterrogers Financial Advisors, LLC manage?

Websterrogers Financial Advisors, LLC reports $371.8 million in regulatory assets under management on its Form ADV.

How many employees does Websterrogers Financial Advisors, LLC have?

Websterrogers Financial Advisors, LLC reports 10 employees.

Where is Websterrogers Financial Advisors, LLC located?

Websterrogers Financial Advisors, LLC is based in Florence, SC and has been SEC-registered since 2002.

Does Websterrogers Financial Advisors, LLC disclose fund performance?

Websterrogers Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1411 Second Loop Road, Florence, SC 29505-2801
Phone843-665-6321
Fax843-656-1101
Office hours8:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$371.7M
Non-discretionary$148K
Total (RAUM)$371.8M