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Building 2ESTATE MANAGEMENT COUNSELORS,LLC

Map pinATLANTA, GA
Phone404-250-9798
NotebookSEC #801-113235
Total AUM
$294.3M
Employees
4
Clients
355

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5064 ROSWELL ROAD
SUITE C-300
ATLANTA
GA 30342
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
404-250-9798
Other Offices
1

ReceiptFinancials

Total AUM
$294.3M
Accounts
1,018
Discretionary
$294.3M
Accounts
1,018
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
275
AUM
$76.8M
HNW Individual Clients
80
AUM
$217.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX ADVICE ACTING AS TAX ATTORNEY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALGA

HandshakeAffiliates

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

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