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Building 2CHICORY WEALTH

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Phone(404) 294-5917
NotebookSEC #801-112089
Total AUM
$840.4M
Employees
23
Clients
549

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
(404) 294-5917
Other Offices
10

ReceiptFinancials

Total AUM
$840.4M
Accounts
2,208
Discretionary
$837.8M
Accounts
2,197
Non-Discretionary
$2.5M
Accounts
11

ContactClients

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Individual Clients
314
AUM
$197.6M
HNW Individual Clients
225
AUM
$631.8M
Pooled Vehicle Clients
1
AUM
$93.1K
Charitable Organization Clients
7
AUM
$10.2M
Corporation or Business Clients
2
AUM
$644.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACODCFLGAILLAMANCNHNJNYORPASCTNTXVAWA

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

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