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Building 2FINANCIAL ARCHITECTS, LLC

Map pinWOODSTOCK, GA
Phone770-517-8160
NotebookSEC #801-125000
Total AUM
$199.2M
Employees
3
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
302 CREEKSTONE RIDGE
WOODSTOCK
GA 30188
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
770-517-8160

ReceiptFinancials

Total AUM
$199.2M
Accounts
345
Discretionary
$199.2M
Accounts
345
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$17.6M
HNW Individual Clients
61
AUM
$181.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATX

HandshakeAffiliates

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

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