Women's Worth Advisors
Firm details
- Headquarters
- Hilton Head Island, South Carolina
- CRD number
- 310961
- Website
- womensworthadvisors.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Women's Worth Advisors is an independent, individually owned limited liability advisory firm registered in South Carolina that serves primarily individuals and families. The firm combines financial planning with portfolio management for individuals and small businesses and lists pension consulting among its advisory services. It also operates as an insurance broker, reflecting a blended practice that integrates investment advice with insurance products. Compensation is fee-based, using both a percentage-of-assets model and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Cash & Cash Equivalents20%
- Non-Exchange Traded Equities16%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hilton Head Island, SC
Beaufort
Location
Hilton Head Island, SC
Headquartered in Hilton Head Island, SC, in the South of the United States.
- Region
- South
- County
- Beaufort
- Address
- 15 Hospital Center Cmns
- Time zone
- ET (UTC-5)
- Office locations
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