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Building 2BUSH WEALTH MANAGEMENT

Map pinVALDOSTA, GA
Phone229-247-1474
NotebookSEC #801-116917
Total AUM
$258.4M
Employees
12
Clients
496

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2918 N. OAK ST., STE. B
VALDOSTA
GA 31602
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
229-247-1474

ReceiptFinancials

Total AUM
$258.4M
Accounts
1,142
Discretionary
$258.4M
Accounts
1,142
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
415
AUM
$128.9M
HNW Individual Clients
79
AUM
$119.9M
Pension/Profit Sharing Plan Clients
2
AUM
$9.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCTNTX

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

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