Foster Victor Wealth Advisors is an investment advisor in Greenville with $1.12 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
812769033
SEC advisor number
801-107775
FINRA CRD number
283656
AUM ?
$1.69 bn
(as of 18 Apr 24)
Accounts
5,395
(as of 18 Apr 24)
Employees
35
(19 investment advisory or research)
Address
Foster Victor Wealth Advisors
10 S. ACADEMY STREET. SUITE 250
GREENVILLE
SC 29601
10 S. ACADEMY STREET. SUITE 250
GREENVILLE
SC 29601
Phone
864-720-2000
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21