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Building 2RED TORTOISE

Map pinATLANTA, GA
Phone(833) 666-1200
NotebookSEC #801-112539
Total AUM
$382.3M
Employees
4
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5555 GLENRIDGE CONNECTOR
STE. 200
ATLANTA
GA 30342
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(833) 666-1200
Other Offices
4

ReceiptFinancials

Total AUM
$382.3M
Accounts
322
Discretionary
$378.3M
Accounts
312
Non-Discretionary
$4M
Accounts
10

ContactClients

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Individual Clients
21
AUM
$19M
HNW Individual Clients
57
AUM
$317.3M
Corporation or Business Clients
4
AUM
$46M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTGATX

HandshakeAffiliates

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

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