Erisa Plan Services Inc (Anderson)

Name: Erisa Plan Services Inc
Address: 1818 Park Drive, Anderson, SC, 29625
Telephone: 864-375-0473

Erisa Plan Services Inc is an adviser based in Anderson. It manages $32.25 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of South Carolina.

Erisa Plan Services provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Erisa Plan Services: assets under management

The assets under management (AUM) of Erisa Plan Services Inc is $32.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $179.14 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Erisa Plan Services Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Erisa Plan Services Inc

Michael Cruce has been acting as President since 1 Jan 1994. Michael M Cruce joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Cruce	President	1 Jan 1994	75% - 100%	2431696
Michael M Cruce	President	1 Jan 1994	75% - 100%	2431696
David Craig Dameron	Chief compliance officer	1 Jan 2004	Other	1723224
Michael M Cruce	Chief compliance officer	1 Sep 2009	75% - 100%	2431696

Based in Anderson

The principal office where Erisa Plan Services Inc performs its advisory services is located at 1818 Park Drive, Anderson, SC 29625 The mailing address of the firm is Po Box 1285, Anderson, SC 29622. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-375-0473 or by fax 864-375-0473. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.erisaplanservices.com.