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Building 2SARDIS GROUP, LLC

Map pinATLANTA, GA
Phone(404) 282-5552
NotebookSEC #801-131640
Total AUM
$531.2M
Employees
6
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4200 NORTHSIDE PARKWAY
BUILDING 4, SUITE 300
ATLANTA
GA 30327
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
(404) 282-5552

ReceiptFinancials

Total AUM
$531.2M
Accounts
11
Discretionary
$531.2M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Banking Clients
1
AUM
$313.8M
Investment Company Clients
3
AUM
$159.2M
Insurance Company Clients
7
AUM
$58.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional 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 1 other business.

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