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Building 2ANTARES WEALTH

Map pinATLANTA, GA
Phone404-231-3414
NotebookSEC #801-117492
Total AUM
$201.5M
Employees
9
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3630 PEACHTREE ROAD, NE
SUITE 940
ATLANTA
GA 30326
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
404-231-3414
Other Offices
1

ReceiptFinancials

Total AUM
$201.5M
Accounts
155
Discretionary
$201.5M
Accounts
155
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$10.5M
HNW Individual Clients
26
AUM
$163.3M
Corporation or Business Clients
31
AUM
$27.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALGAMAMONCSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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