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Building 2AP WEALTH MANAGEMENT

Map pinAUGUSTA, GA
Phone706-364-4281
NotebookSEC #801-107514
Total AUM
$339.6M
Employees
7
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 FRAZIER DRIVE
AUGUSTA
GA 30909
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
706-364-4281

ReceiptFinancials

Total AUM
$339.6M
Accounts
948
Discretionary
$326.7M
Accounts
928
Non-Discretionary
$12.9M
Accounts
20

ContactClients

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Individual Clients
132
AUM
$25.5M
HNW Individual Clients
137
AUM
$303.4M
Pension/Profit Sharing Plan Clients
8
AUM
$3.4M
Charitable Organization Clients
6
AUM
$7.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNHSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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