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LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC
CRD 135255
220 CHURCH STREET, SUITE 101B, MT. PLEASANT, SC, 29464, United States
Phone
843-884-3002
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$84.0M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps; 170 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $64.0M |
| High net worth individuals | 17 | $20.0M |
Official SEC filing: View on IAPD