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Building 2TRUFP

Map pinCUMMING, GA
Phone770-205-4394
NotebookSEC #801-117561
Total AUM
$421.7M
Employees
8
Clients
820

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3550 ROWE LANE
CUMMING
GA 30041
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
770-205-4394
Other Offices
1

ReceiptFinancials

Total AUM
$421.7M
Accounts
2,645
Discretionary
$421.7M
Accounts
2,645
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
700
AUM
$187.9M
HNW Individual Clients
120
AUM
$233.8M

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
ALFLGALANCSCTNTX

HandshakeAffiliates

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

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