1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ST. JOHN & ASSOCIATES, INC.

Map pinROSWELL, GA
Phone770-642-7631
NotebookSEC #801-121426
Total AUM
$128.4M
Employees
6
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 SUN VALLEY DRIVE SUITE D-3 & D-4
ROSWELL
GA 30076-1441
United States
Operating Hours
9:00AM TO 6:30PM
Monday - Friday
Phone
770-642-7631

ReceiptFinancials

Total AUM
$128.4M
Accounts
666
Discretionary
$122.8M
Accounts
531
Non-Discretionary
$5.5M
Accounts
135

ContactClients

View more in analytics →

Individual Clients
99
AUM
$29.4M
HNW Individual Clients
43
AUM
$93.4M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Other Clients
11
AUM
$5.5M
Description of Other Clients
NON MANAGED, NON DISCRETIONARY

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINERS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account