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Building 2LETSON INVESTMENT MANAGEMENT, INC.

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Phone404-237-7794
NotebookSEC #801-130106
Total AUM
$296.3M
Employees
2
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
404-237-7794

ReceiptFinancials

Total AUM
$296.3M
Accounts
105
Discretionary
$296.3M
Accounts
105
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$6.9M
HNW Individual Clients
76
AUM
$289.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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