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Building 2CHANCELLOR WEALTH MANAGEMENT, INC.

Map pinATLANTA, GA
Phone770-661-0283
NotebookSEC #801-126004
Total AUM
$174M
Employees
3
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 GALLERIA PARKWAY SE
SUITE 995
ATLANTA
GA 30339
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
770-661-0283

ReceiptFinancials

Total AUM
$174M
Accounts
399
Discretionary
$168.7M
Accounts
396
Non-Discretionary
$5.2M
Accounts
3

ContactClients

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Individual Clients
119
AUM
$172.9M
Charitable Organization Clients
1
AUM
$637.6K
Corporation or Business Clients
1
AUM
$465.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
GASCTX

HandshakeAffiliates

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

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