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Building 2CFS WEALTH MANAGEMENT

Map pinMACON, GA
Phone478 471-1875
NotebookSEC #801-130591
Total AUM
$189.1M
Employees
3
Clients
465

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1515 BASS ROAD
SUITE D
MACON
GA 31210
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
478 471-1875
Other Offices
1

ReceiptFinancials

Total AUM
$189.1M
Accounts
465
Discretionary
$182.3M
Accounts
461
Non-Discretionary
$6.7M
Accounts
4

ContactClients

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Individual Clients
396
AUM
$43.4M
HNW Individual Clients
69
AUM
$145.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON CLIENT'S EMPLOYER RETIREMENT BENEFITS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATX

HandshakeAffiliates

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

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