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RESURGENT ADVISORS
ATLANTA, GA
404-654-0531
SEC #801-117725Total AUM
$354.7M
Employees
20Clients
381Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
600 EMBASSY ROW
SUITE 108
ATLANTA
GA 30328
United States
SUITE 108
ATLANTA
GA 30328
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
404-654-0531
Other Offices
9
Financials
Total AUM
$354.7M
Accounts
913Discretionary
$310.7M
Accounts
826Non-Discretionary
$44M
Accounts
87
Clients
Individual Clients
297AUM
$102.5M
HNW Individual Clients
82AUM
$247.7M
Charitable Organization Clients
2AUM
$4.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CAFLGAKYMINCTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.