Charleston Investment Advisors:
A Leading Mount Pleasant, SC Independent Advisor

Recently Released!!!
Date Published: April 23, 2020
Summary PowerPoint Deck: 16 Slides
Reference PowerPoint Deck: 37 Slides

Charleston Investment Advisors was founded as Donald Bailey & Associates by Donald Bailey in 1990. Charleston Investment Advisors is based in Mount Pleasant, SC. Charleston Investment Advisors has one office, two employees, 103 clients, 223 accounts, & $85.9 million assets under management. Charleston Investment Advisors is led by its Principal Stephanie Mackara. Its web site can be found at www.charlestoninvestmentadvisors.com.

This research addresses the key historical phases of Charleston Investment Advisors, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the Charleston Investment Advisors, including its number of offices, employees, clients, accounts, net new accounts, average account size, assets under administration, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:
  • --
  • --

And its profile concludes with the highlights of its organizational structure & ownership.



Subscribe to this Tiburon Research

Client Access

Tiburon CEO Summit Sponsors, Tiburon Members, and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.