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Building 2PROACTIVE WEALTH STRATEGIES, LLC

Map pinMARIETTA, GA
Phone770-971-4142
NotebookSEC #801-123491
Total AUM
$315.8M
Employees
4
Clients
442

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
533 JOHNSON FERRY ROAD BLDG. C
SUITE 100
MARIETTA
GA 30068
United States
Operating Hours
9-5
Monday - Friday
Phone
770-971-4142

ReceiptFinancials

Total AUM
$315.8M
Accounts
1,200
Discretionary
$315.8M
Accounts
1,200
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
324
AUM
$101.3M
HNW Individual Clients
105
AUM
$204.2M
Pension/Profit Sharing Plan Clients
1
AUM
$174.3K
Corporation or Business Clients
12
AUM
$10.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMDNCSCTNTX

HandshakeAffiliates

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

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