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Building 2PRIVATE FAMILY WEALTH ADVISORS

Map pinATLANTA, GA
Phone404-848-0950
NotebookSEC #801-127980
Total AUM
$393.2M
Employees
4
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3350 RIVERWOOD PKWY SE
SUITE 650
ATLANTA
GA 30339-6401
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
404-848-0950

ReceiptFinancials

Total AUM
$393.2M
Accounts
371
Discretionary
$392.3M
Accounts
368
Non-Discretionary
$955.9K
Accounts
3

ContactClients

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Individual Clients
64
AUM
$24.1M
HNW Individual Clients
74
AUM
$362.7M
Charitable Organization Clients
1
AUM
$3.3M
Corporation or Business Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GATX

HandshakeAffiliates

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

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