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Building 2STRICKLAND DAVIS ADVISORS LLC

Map pinMARIETTA, GA
Phone770-977-6892
NotebookSEC #801-120990
Total AUM
$121.3M
Employees
3
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4653 OLDE TOWNE PKWY
MARIETTA
GA 30068
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
770-977-6892

ReceiptFinancials

Total AUM
$121.3M
Accounts
203
Discretionary
$121.3M
Accounts
203
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$14.1M
HNW Individual Clients
44
AUM
$105.5M
Pension/Profit Sharing Plan Clients
1
AUM
$905.1K
Charitable Organization Clients
1
AUM
$753K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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