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Building 2DERBEND ASSET MANAGEMENT

Map pinPEACHTREE CITY, GA
Phone770-631-4007
NotebookSEC #801-119411
Total AUM
$290.1M
Employees
6
Clients
388

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
525 CLUBHOUSE DRIVE
SUITE 100
PEACHTREE CITY
GA 30269
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
770-631-4007

ReceiptFinancials

Total AUM
$290.1M
Accounts
1,003
Discretionary
$289M
Accounts
1,000
Non-Discretionary
$1.1M
Accounts
3

ContactClients

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Individual Clients
310
AUM
$63.6M
HNW Individual Clients
67
AUM
$213.4M
Pension/Profit Sharing Plan Clients
11
AUM
$13.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANETXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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