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Building 2MARTINWRIGHT ADVISORY, LLC

Map pinATLANTA, GA
Phone404-882-8756
NotebookSEC #801-134599
Total AUM
$160.7M
Employees
9
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3290 NORTHSIDE PARKWAY NW
SUITE 950
ATLANTA
GA 30327
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
404-882-8756

ReceiptFinancials

Total AUM
$160.7M
Accounts
116
Discretionary
$160.7M
Accounts
116
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$1.1M
HNW Individual Clients
100
AUM
$114.7M
Corporation or Business Clients
8
AUM
$45M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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