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Building 2EPG WEALTH MANAGEMENT LLC

Map pinATLANTA, GA
Phone404-809-3680
NotebookSEC #801-116719
Total AUM
$579.1M
Employees
14
Clients
1,194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
309 EAST PACES FERRY RD NE
STE 900
ATLANTA
GA 30305
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
404-809-3680
Other Offices
6

ReceiptFinancials

Total AUM
$579.1M
Accounts
1,194
Discretionary
$579.1M
Accounts
1,194
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
586
AUM
$96.5M
HNW Individual Clients
570
AUM
$435.4M
Pension/Profit Sharing Plan Clients
24
AUM
$16.9M
Charitable Organization Clients
3
AUM
$9.8M
Corporation or Business Clients
11
AUM
$20.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOFLGALANCNENYORSCTXVA

HandshakeAffiliates

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

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