1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VIP WEALTH ADVISORS

Map pinDECATUR, GA
Phone917-319-8281
NotebookSEC #801-135891
Total AUM
$126.1M
Employees
1
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 W TRINITY PL
DECATUR
GA 30030
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
917-319-8281

ReceiptFinancials

Total AUM
$126.1M
Accounts
206
Discretionary
$32.5M
Accounts
96
Non-Discretionary
$93.6M
Accounts
110

ContactClients

View more in analytics →

Individual Clients
3
AUM
$1.5M
HNW Individual Clients
27
AUM
$124.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account