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Building 2FORTHRIGHT PARTNERS LLC

Map pinATLANTA, GA
Phone404-596-4550
NotebookSEC #801-119368
Total AUM
$136.5M
Employees
3
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3350 RIVERWOOD PARKWAY SE
SUITE 675
ATLANTA
GA 30339
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
404-596-4550

ReceiptFinancials

Total AUM
$136.5M
Accounts
83
Discretionary
$136.5M
Accounts
80
Non-Discretionary
$2.8K
Accounts
3

ContactClients

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Individual Clients
28
AUM
$27.6M
HNW Individual Clients
17
AUM
$39.1M
Charitable Organization Clients
4
AUM
$3.4M
Corporation or Business Clients
3
AUM
$57.9M
Other Clients
3
AUM
$8.5M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAKY

HandshakeAffiliates

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

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