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Building 2WEAVER CAPITAL MANAGEMENT, LLC

Map pinSUWANEE, GA
Phone678-341-1333
NotebookSEC #801-110518
Total AUM
$537.8M
Employees
5
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5400 LAUREL SPRINGS PARKWAY
SUITE 303
SUWANEE
GA 30024
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
678-341-1333

ReceiptFinancials

Total AUM
$537.8M
Accounts
1,004
Discretionary
$536.9M
Accounts
1,003
Non-Discretionary
$884.4K
Accounts
1

ContactClients

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Individual Clients
115
AUM
$43.8M
HNW Individual Clients
88
AUM
$443.9M
Pension/Profit Sharing Plan Clients
1
AUM
$4.3M
Charitable Organization Clients
1
AUM
$23.9M
Corporation or Business Clients
1
AUM
$21.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATX

HandshakeAffiliates

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

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