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Building 2MAG CAP

Map pinRIDGELAND, MS
Phone601-362-5872
NotebookSEC #801-114023
Total AUM
$1.7B
Employees
18
Clients
1,566

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1076 HIGHLAND COLONY PARKWAY
SUITE 291
RIDGELAND
MS 39157
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
601-362-5872
Other Offices
3

ReceiptFinancials

Total AUM
$1.7B
Accounts
4,324
Discretionary
$1B
Accounts
3,810
Non-Discretionary
$651.3M
Accounts
514

ContactClients

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Individual Clients
1,201
AUM
$412.6M
HNW Individual Clients
236
AUM
$517.2M
Banking Clients
1
AUM
$95.2M
Pension/Profit Sharing Plan Clients
80
AUM
$555.2M
Charitable Organization Clients
8
AUM
$5.9M
Corporation or Business Clients
40
AUM
$105.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGALAMIMSNCTNTX

HandshakeAffiliates

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

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