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Building 2YOUR WEALTH CONSULTANTS LLC

Map pinATLANTA, GA
Phone8644156557
NotebookSEC #801-135414
Total AUM
$2.1M
Employees
1
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 GLENLAKE PARKWAY
SUITE 130
ATLANTA
GA 30328
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
8644156557

ReceiptFinancials

Total AUM
$2.1M
Accounts
35
Discretionary
$2.1M
Accounts
35
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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