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Building 2WAYPOINT WEALTH COUNSEL LLC

Map pinATLANTA, GA
Phone404-955-7481
NotebookSEC #801-110569
Total AUM
$824.3M
Employees
4
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3715 NORTHSIDE PARKWAY NW
BUILDING 100, SUITE 310
ATLANTA
GA 30327
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
404-955-7481

ReceiptFinancials

Total AUM
$824.3M
Accounts
997
Discretionary
$803.1M
Accounts
950
Non-Discretionary
$21.2M
Accounts
47

ContactClients

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Individual Clients
102
AUM
$76.1M
HNW Individual Clients
154
AUM
$725.2M
Charitable Organization Clients
1
AUM
$4.5M
Corporation or Business Clients
1
AUM
$7.8M
Other Clients
1
AUM
$10.8M
Description of Other Clients
ENDOWMENT

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMDNCTX

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

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