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Building 2PACES FERRY WEALTH ADVISORS, LLC

Map pinATLANTA, GA
Phone404-480-5200
NotebookSEC #801-114559
Total AUM
$491.2M
Employees
6
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2849 PACES FERRY ROAD
SUITE 660
ATLANTA
GA 30339
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
404-480-5200

ReceiptFinancials

Total AUM
$491.2M
Accounts
698
Discretionary
$434.5M
Accounts
622
Non-Discretionary
$56.7M
Accounts
76

ContactClients

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Individual Clients
91
AUM
$19M
HNW Individual Clients
107
AUM
$416.5M
Pension/Profit Sharing Plan Clients
1
AUM
$6.4M
Charitable Organization Clients
19
AUM
$8M
Corporation or Business Clients
1
AUM
$41.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAMINETX

HandshakeAffiliates

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

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