1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

Map pinROSWELL, GA
Phone770-992-4444
NotebookSEC #801-126453
Total AUM
$295.3M
Employees
4
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 SUN VALLEY DRIVE
SUITE A-6
ROSWELL
GA 30076
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
770-992-4444

ReceiptFinancials

Total AUM
$295.3M
Accounts
926
Discretionary
$264.4M
Accounts
824
Non-Discretionary
$30.9M
Accounts
102

ContactClients

View more in analytics →

Individual Clients
200
AUM
$72.2M
HNW Individual Clients
90
AUM
$221.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANCNJSCTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account