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Building 2WEALTH ENGAGEMENT

Map pinATLANTA, GA
Phone(917) 826-5955
NotebookSEC #801-132166
Total AUM
$105M
Employees
3
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3715 NORTHSIDE PARKWAY NW, BUILDING 100
STE 500
ATLANTA
GA 30327
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
(917) 826-5955

ReceiptFinancials

Total AUM
$105M
Accounts
104
Discretionary
$102.5M
Accounts
96
Non-Discretionary
$2.5M
Accounts
8

ContactClients

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Individual Clients
31
AUM
$18.8M
HNW Individual Clients
27
AUM
$76.2M
Pension/Profit Sharing Plan Clients
2
AUM
$10M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGANY

HandshakeAffiliates

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

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