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Building 2ATLANTA FINANCIAL ASSOCIATES, LLC

Map pinATLANTA, GA
Phone770-261-5380
NotebookSEC #801-114127
Total AUM
$783.6M
Employees
20
Clients
667

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5901-B PEACHTREE DUNWOODY ROAD
SUITE 275
ATLANTA
GA 30328
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
770-261-5380

ReceiptFinancials

Total AUM
$783.6M
Accounts
2,026
Discretionary
$783.6M
Accounts
2,026
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
395
AUM
$134.9M
HNW Individual Clients
260
AUM
$638.3M
Pension/Profit Sharing Plan Clients
12
AUM
$10.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING; ASSET MONITORING SERVICES (INCLUDES NON-DISCRETIONARY ADVICE)
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF MONITORED ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMDMSNCSCTNTX

HandshakeAffiliates

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

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