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Building 2BENEDETTI, GUCER & ASSOCIATES

Map pinATLANTA, GA
Phone404-602-0034
NotebookSEC #801-111069
Total AUM
$572.3M
Employees
22
Clients
861

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7000 PEACHTREE DUNWOODY RD NE
BUILDING 6 SUITE 100
ATLANTA
GA 30328
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
404-602-0034
Other Offices
12

ReceiptFinancials

Total AUM
$572.3M
Accounts
2,314
Discretionary
$572.3M
Accounts
2,314
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
696
AUM
$186.5M
HNW Individual Clients
123
AUM
$270M
Pension/Profit Sharing Plan Clients
31
AUM
$106.7M
Corporation or Business Clients
11
AUM
$9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAILLANCNHNYOHSCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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