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Building 2INLIGHT WEALTH

Map pinATLANTA, GA
Phone404-551-2808
NotebookSEC #801-111767
Total AUM
$843.3M
Employees
6
Clients
229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 GLENLAKE PARKWAY
SUITE 975
ATLANTA
GA 30328
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
404-551-2808

ReceiptFinancials

Total AUM
$843.3M
Accounts
845
Discretionary
$595.2M
Accounts
572
Non-Discretionary
$248.1M
Accounts
273

ContactClients

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Individual Clients
81
AUM
$18.5M
HNW Individual Clients
148
AUM
$824.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGANCNHNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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