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.
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 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.
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.
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.