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Building 2FINANCIAL DISCOVERY

Map pinATLANTA, GA
Phone404-816-0160
NotebookSEC #801-129977
Total AUM
$118.3M
Employees
3
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 ASHFORD CENTER NORTH
SUITE 130
ATLANTA
GA 30338
United States
Operating Hours
9-5
Monday - Friday
Phone
404-816-0160

ReceiptFinancials

Total AUM
$118.3M
Accounts
343
Discretionary
$118.3M
Accounts
343
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$15.7M
HNW Individual Clients
44
AUM
$102.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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