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Building 2SENTARA CAPITAL

Map pinMARIETTA, GA
Phone(770) 509-5305
NotebookSEC #801-119758
Total AUM
$119.6M
Employees
3
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3225 SHALLOWFORD ROAD NE
SUITE 900
MARIETTA
GA 30062
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(770) 509-5305

ReceiptFinancials

Total AUM
$119.6M
Accounts
493
Discretionary
$119.6M
Accounts
493
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$44.4M
HNW Individual Clients
39
AUM
$75.1M
Corporation or Business Clients
1
AUM
$88.1K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALGANCNETNTX

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

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