1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ELWOOD & GOETZ

Map pinATHENS, GA
Phone706-548-1025
NotebookSEC #801-109935
Total AUM
$1.1B
Employees
29
Clients
686

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
687 S MILLEDGE AVE
ATHENS
GA 30605
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
706-548-1025
Other Offices
3

ReceiptFinancials

Total AUM
$1.1B
Accounts
3,394
Discretionary
$1.1B
Accounts
3,394
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
336
AUM
$146.1M
HNW Individual Clients
346
AUM
$926.6M
Charitable Organization Clients
4
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAKSLAMONCSCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account