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Building 2ROLLINS FINANCIAL ADVISORS, LLC

Map pinATLANTA, GA
Phone404-892-7967
NotebookSEC #801-120482
Total AUM
$1.6B
Employees
14
Clients
1,004

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3343 PEACHTREE ROAD NE
SUITE 500
ATLANTA
GA 30326
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
404-892-7967

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,004
Discretionary
$1.6B
Accounts
1,004
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
580
AUM
$218.9M
HNW Individual Clients
402
AUM
$1.3B
Pension/Profit Sharing Plan Clients
22
AUM
$48.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE SOLUTIONS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAILINLAMAMDMSNCNENHNJNYOHORPASCTNTXVAWA

HandshakeAffiliates

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

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