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Building 2TRADITIONAL DIGITAL

Map pin
Phone770-286-9717
NotebookSEC #801-135059
Total AUM
$74.5M
Employees
3
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM -5PM
Monday - Friday
Phone
770-286-9717
Other Offices
1

ReceiptFinancials

Total AUM
$74.5M
Accounts
3
Discretionary
$7.2M
Accounts
2
Non-Discretionary
$67.3M
Accounts
1

ContactClients

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Pooled Vehicle Clients
3
AUM
$74.5M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COGAPR

HandshakeAffiliates

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

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