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Building 2CONFIDANT FINANCIAL SOLUTIONS, LLC

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Phone678-983-5883
NotebookSEC #801-106519
Total AUM
$15.1M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 A.M. TO 5 P.M.
BY APPOINTMENT
Phone
678-983-5883

ReceiptFinancials

Total AUM
$15.1M
Accounts
93
Discretionary
$14.1M
Accounts
92
Non-Discretionary
$950K
Accounts
1

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANY

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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