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Building 2FSAM LLC

Map pinALPHARETTA, GA
Phone770-777-9373
NotebookSEC #801-122054
Total AUM
$138.4M
Employees
14
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1720 WINDWARD CONCOURSE
SUITE 115
ALPHARETTA
GA 30005
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
770-777-9373
Other Offices
2

ReceiptFinancials

Total AUM
$138.4M
Accounts
158
Discretionary
$138.4M
Accounts
158
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$30.9M
HNW Individual Clients
18
AUM
$10.7M
Corporation or Business Clients
46
AUM
$96.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Violation FindingSRO Rule Violation
State Registrations
FLGANYPRTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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