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Building 2WEALTH WITH NO REGRETS?

Map pinALPHARETTA, GA
Phone678-278-9632
NotebookSEC #801-128215
Total AUM
$214.4M
Employees
13
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12600 DEERFIELD PARKWAY
SUITE 475
ALPHARETTA
GA 30004
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
678-278-9632

ReceiptFinancials

Total AUM
$214.4M
Accounts
786
Discretionary
$214.4M
Accounts
786
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$36.6M
HNW Individual Clients
97
AUM
$153.7M
Charitable Organization Clients
6
AUM
$24M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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