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Building 2XCEPTION FAMILY OFFICE

Map pinATLANTA, GA
Phone404-524-7900
NotebookSEC #801-134430
Total AUM
$189.3M
Employees
5
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5901 PEACHTREE DUNWOODY RD
BUILDING C, SUITE 160
ATLANTA
GA 30328
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
404-524-7900

ReceiptFinancials

Total AUM
$189.3M
Accounts
28
Discretionary
$189.3M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$1M
HNW Individual Clients
26
AUM
$188.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER OR SERVICE FEES OR SOME COMBINATION OF 1 , 4 AND 7

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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