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Building 2ASSET ADVISORS

Map pinAUGUSTA, GA
Phone706-650-9900
NotebookSEC #801-113477
Total AUM
$1.4B
Employees
9
Clients
476

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2814-A HILLCREEK DRIVE
AUGUSTA
GA 30909-5635
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
706-650-9900

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,263
Discretionary
$1.4B
Accounts
1,263
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
211
AUM
$49.6M
HNW Individual Clients
245
AUM
$1.3B
Pension/Profit Sharing Plan Clients
6
AUM
$22.8M
Charitable Organization Clients
11
AUM
$26.6M
Corporation or Business Clients
3
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNHSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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