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Building 2EAGLE ROCK INVESTMENT COMPANY, LLC

Map pinATLANTA, GA
Phone(404) 480-8578
NotebookSEC #801-121347
Total AUM
$786.7M
Employees
4
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 PEACHTREE STREET NE
STE 200
ATLANTA
GA 30361
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(404) 480-8578

ReceiptFinancials

Total AUM
$786.7M
Accounts
174
Discretionary
$777.5M
Accounts
169
Non-Discretionary
$9.3M
Accounts
5

ContactClients

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Individual Clients
14
AUM
$8.1M
HNW Individual Clients
63
AUM
$549.6M
Charitable Organization Clients
6
AUM
$221.3M
Corporation or Business Clients
1
AUM
$7.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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