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Building 2WENNCO LLC

Map pinATLANTA, GA
Phone678-257-2726
NotebookSEC #801-112933
Total AUM
$278.9M
Employees
1
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 HAMMOND DRIVE
BUILDING 5
ATLANTA
GA 30328
United States
Operating Hours
8:00AM - 5:30PM
Monday - Friday
Phone
678-257-2726

ReceiptFinancials

Total AUM
$278.9M
Accounts
544
Discretionary
$147.7M
Accounts
264
Non-Discretionary
$131.2M
Accounts
280

ContactClients

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Individual Clients
14
AUM
$3.9M
HNW Individual Clients
136
AUM
$234.6M
Pension/Profit Sharing Plan Clients
4
AUM
$6.3M
Insurance Company Clients
1
AUM
$11.1M
Corporation or Business Clients
6
AUM
$23M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGA

HandshakeAffiliates

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

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