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Building 2SINGULARITY FINANCIAL SERVICES LLC

Map pinATLANTA, GA
Phone(404) 287-2382
NotebookSEC #801-117629
Total AUM
$79.1M
Employees
4
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3355 LENOX ROAD NE
SUITE 750
ATLANTA
GA 30326
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(404) 287-2382

ReceiptFinancials

Total AUM
$79.1M
Accounts
172
Discretionary
$79.1M
Accounts
172
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$284.6K
HNW Individual Clients
17
AUM
$53.9M
Charitable Organization Clients
1
AUM
$308.4K
Corporation or Business Clients
1
AUM
$24.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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