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Building 2AFS ADVISORS, LLC

Map pinSUWANEE, GA
Phone678-473-0324
NotebookSEC #801-112322
Total AUM
$4.6B
Employees
6
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1325 SATELLITE BOULEVARD
BUILDING 1300, SUITE 1301
SUWANEE
GA 30024-4651
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
678-473-0324

ReceiptFinancials

Total AUM
$4.6B
Accounts
230
Discretionary
$4.6B
Accounts
230
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
117
AUM
$36.6M
HNW Individual Clients
68
AUM
$191.9M
Pension/Profit Sharing Plan Clients
40
AUM
$4.3B
Charitable Organization Clients
1
AUM
$19M
Other Clients
4
AUM
$48.3M
Description of Other Clients
RETIREMENT PLANS, SERPS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALASCTX

HandshakeAffiliates

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

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