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Building 2HARRIS CONSULTING

Map pinROSWELL, GA
Phone770-642-2228
NotebookSEC #801-132941
Total AUM
$117.4M
Employees
6
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 SUN VALLEY DR.
SUITE A-4
ROSWELL
GA 30076
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
770-642-2228

ReceiptFinancials

Total AUM
$117.4M
Accounts
519
Discretionary
$117.4M
Accounts
519
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
171
AUM
$44.1M
HNW Individual Clients
36
AUM
$73.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCSCTNTX

HandshakeAffiliates

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

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