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Building 2PGI WEALTH MANAGEMENT

Map pinALPHARETTA, GA
Phone(888) 493-9022
NotebookSEC #801-119808
Total AUM
$930.6M
Employees
9
Clients
498

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13680 HIGHWAY 9
SUITE C100
ALPHARETTA
GA 30004
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(888) 493-9022
Other Offices
6

ReceiptFinancials

Total AUM
$930.6M
Accounts
1,235
Discretionary
$926.1M
Accounts
1,218
Non-Discretionary
$4.5M
Accounts
17

ContactClients

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Individual Clients
304
AUM
$80M
HNW Individual Clients
193
AUM
$806.6M
Charitable Organization Clients
1
AUM
$44M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTFLGALAMIMNNCNENJNYORSCTNTXVAWI

HandshakeAffiliates

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

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