1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PARK SQUARE FINANCIAL GROUP LLC

Map pinROSWELL, GA
Phone770-641-1401
NotebookSEC #801-131121
Total AUM
$218.6M
Employees
5
Clients
431

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 PARK SQUARE
STE 103
ROSWELL
GA 30075
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
770-641-1401
Other Offices
3

ReceiptFinancials

Total AUM
$218.6M
Accounts
706
Discretionary
$218.6M
Accounts
706
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
359
AUM
$120.2M
HNW Individual Clients
45
AUM
$90.8M
Pension/Profit Sharing Plan Clients
26
AUM
$7.5M
Corporation or Business Clients
1
AUM
$6.6K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOFLGAMDNCNENJPASCTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account