Also known as catawba river
Catawba River Capital is an independent, fee-only registered investment advisor serving clients from Lake Wylie, South Carolina. It was founded in 2000 and manages about $239 million in assets. The firm acts as a fiduciary and charges a single, transparent fee for managing all of a client's assets, without earning commissions. Services include personalized portfolio management, tax planning, estate planning and retirement planning, with offerings oriented to clients who are working, nearing retirement or already retired.
Public regulatory records matched to Catawba River Capital from SEC and IRS filings.
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Catawba River Capital is a wealth manager based in Clover, United States, managing approximately $239M in assets.
Catawba River Capital is headquartered in Clover, United States.
Catawba River Capital manages approximately $239M in assets under management.
Catawba River Capital was founded in 2000.
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