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Building 2BEY-DOUGLAS, LLC INVESTMENT COUNSEL

Map pinMARIETTA, GA
Phone770-858-0001
NotebookSEC #801-126175
Total AUM
$179.8M
Employees
3
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1640 POWERS FERRY RD.
BLDG 22-200
MARIETTA
GA 30067
United States
Operating Hours
9AM-5PM EST
Monday - Friday
Phone
770-858-0001

ReceiptFinancials

Total AUM
$179.8M
Accounts
428
Discretionary
$172.5M
Accounts
408
Non-Discretionary
$7.3M
Accounts
20

ContactClients

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Individual Clients
19
AUM
$2M
HNW Individual Clients
126
AUM
$167.7M
Pension/Profit Sharing Plan Clients
1
AUM
$6.5M
Charitable Organization Clients
5
AUM
$761.4K
Corporation or Business Clients
1
AUM
$2.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGALASCTX

HandshakeAffiliates

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

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