John
Mcalhany
Greenwood Capital Associates, LLC
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About this Advisor
John Mcalhany is a financial advisor based in Greenwood, South Carolina with a total of 14 years of relevant experience. Mcalhany works at Greenwood Capital Associates, LLC. They have spent their whole employment at Greenwood Capital Associates, Llc. Mcalhany maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in South Carolina. Greenwood Capital Associates, LLC is a financial advisory business operating out of Greenwood, SC. The investment advisory business has a total of 20 employees. It administers $1 billion in assets under management across its 682 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 32 charities and foundations. Of its 682 client accounts, just 12% are held by high-net-worth investors who have greater than $1 million in investable assets. Greenwood Capital Associates, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars and other services. Financial advisory fees typically vary depending on the services provided. However, fee types charged by Greenwood Capital Associates, LLC most likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greenwood Capital Associates, LLC Brokerage Details
$1,364,808,572
20
682
$2,001,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
John Mcalhany Work History
John has been registered as a financial advisor for 14 years.*
Greenwood Capital Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Mcalhany to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Greenwood Capital Associates, LLC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenwood, SC
Greenville, SC
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