1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FERGUSON SHAPIRO LLC

Map pinDECATUR, GA
Phone(404) 567-6771
NotebookSEC #801-113581
Total AUM
$415.2M
Employees
9
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 N CANDLER ST
#2
DECATUR
GA 30030
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(404) 567-6771
Other Offices
2

ReceiptFinancials

Total AUM
$415.2M
Accounts
996
Discretionary
$415.2M
Accounts
996
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
193
AUM
$108.3M
HNW Individual Clients
139
AUM
$303M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$2.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALANCNHNYSCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account