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Building 2MONTEREY WEALTH

Map pinATLANTA, GA
Phone404-201-2284
NotebookSEC #801-118647
Total AUM
$300.1M
Employees
3
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 ASHFORD CENTER NORTH
SUITE 310
ATLANTA
GA 30338
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
404-201-2284
Other Offices
1

ReceiptFinancials

Total AUM
$300.1M
Accounts
340
Discretionary
$137.6M
Accounts
294
Non-Discretionary
$162.5M
Accounts
46

ContactClients

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Individual Clients
87
AUM
$25.7M
HNW Individual Clients
34
AUM
$103.6M
Pension/Profit Sharing Plan Clients
36
AUM
$170.3M
Corporation or Business Clients
1
AUM
$500K

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
FLGAKYLAMOOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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