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Building 2PHASE LINE CAPITAL, LLC

Map pinATLANTA, GA
Phone404-806-9505
NotebookSEC #801-121716
Total AUM
$34M
Employees
3
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4401 NORTHSIDE PKWY, NW
SUITE 900
ATLANTA
GA 30327
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
404-806-9505

ReceiptFinancials

Total AUM
$34M
Accounts
345
Discretionary
$34M
Accounts
345
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$17.1M
HNW Individual Clients
17
AUM
$13.8M
Charitable Organization Clients
1
AUM
$3M
Corporation or Business Clients
6
AUM
$30.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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