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Building 2OPENARC CORPORATE ADVISORY, LLC

Map pinATLANTA, GA
Phone844-648-6001
NotebookSEC #801-133754
Total AUM
$10.1B
Employees
146
Clients
3,843

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3550 PEACHTREE ROAD NE
FLOOR 7
ATLANTA
GA 30326
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
844-648-6001

ReceiptFinancials

Total AUM
$10.1B
Accounts
14,525
Discretionary
$10.1B
Accounts
14,525
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,485
AUM
$943.1M
HNW Individual Clients
2,356
AUM
$9.1B
Charitable Organization Clients
1
AUM
$16.3M
Corporation or Business Clients
1
AUM
$20.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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

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