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Building 2ASSET MANAGEMENT GROUP

Map pinCARTERSVILLE, GA
Phone678-792-5855
NotebookSEC #801-125697
Total AUM
$200.1M
Employees
5
Clients
372

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
106 NORTH BARTOW STREET
CARTERSVILLE
GA 30120
United States
Operating Hours
8:30 AM EST TO 5:00 PM EST
Monday - Friday
Phone
678-792-5855

ReceiptFinancials

Total AUM
$200.1M
Accounts
1,808
Discretionary
$200.1M
Accounts
1,808
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
314
AUM
$91.6M
HNW Individual Clients
58
AUM
$108.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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