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Building 2EXIT WEALTH ADVISORS

Map pinALPHARETTA, GA
Phone404-474-8513
NotebookSEC #801-134540
Total AUM
$243.2M
Employees
7
Clients
229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1040 CAMBRIDGE SQUARE
SUITE C
ALPHARETTA
GA 30009
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
404-474-8513
Other Offices
3

ReceiptFinancials

Total AUM
$243.2M
Accounts
582
Discretionary
$204.1M
Accounts
531
Non-Discretionary
$39.1M
Accounts
51

ContactClients

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Individual Clients
108
AUM
$48.2M
HNW Individual Clients
62
AUM
$152M
Corporation or Business Clients
8
AUM
$3.9M
Other Clients
51
AUM
$39.1M
Description of Other Clients
ANNUITIES, 401KS, ETC.

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGATX

HandshakeAffiliates

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

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