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Building 2NETWORTH FINANCIAL SERVICES, LLC

Map pinJOHNS CREEK, GA
Phone678-319-0111
NotebookSEC #801-132858
Total AUM
$128.1M
Employees
5
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11255 PARSONS ROAD
SUITE 200
JOHNS CREEK
GA 30097
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
678-319-0111

ReceiptFinancials

Total AUM
$128.1M
Accounts
335
Discretionary
$128.1M
Accounts
335
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$37.2M
HNW Individual Clients
42
AUM
$91M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GATX

HandshakeAffiliates

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

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