FOSTER VICTOR WEALTH ADVISORS, LLC

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Foster Victor Wealth Advisors is based out of Greenville. Foster Victor Wealth Advisors is a large advisory firm with 673 clients and discretionary assets under management (AUM) of $226,058,000 (Form ADV from 2018-12-19). Their last reported 13F filing for Q4 2018 included $106,123,000 in managed 13F securities and a top 10 holdings concentration of 69.78%. Foster Victor Wealth Advisors's largest holding is Schwab U.S. Large-Cap Value ETF with shares held of 359,778. Whalewisdom has at least 1 13F filings

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12/31/2018

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12/31/2018

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FOSTER VICTOR WEALTH ADVISORS, LLC
10 S. ACADEMY STREET SUITE 250
GREENVILLE SC    29601
Country: United States

Business Phone: (864) 720-2000
Fax: (864) 720-2020
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 14
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 673
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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