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Building 2SAN BLAS ADVISORY, INC.

Map pinATLANTA, GA
Phone404.704.0406
NotebookSEC #801-136018
Total AUM
$218.9M
Employees
13
Clients
665

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3424 PEACHTREE ROAD NE
SUITE 2200
ATLANTA
GA 30326
United States
Operating Hours
9-5
Monday - Friday
Phone
404.704.0406
Other Offices
4

ReceiptFinancials

Total AUM
$218.9M
Accounts
665
Discretionary
$216.5M
Accounts
654
Non-Discretionary
$2.3M
Accounts
11

ContactClients

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Individual Clients
601
AUM
$149.3M
HNW Individual Clients
63
AUM
$69.5M
Investment Company Clients
1
AUM
$32K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCADCDEFLGAILINMDMOMSNCNJNMNVNYOHPAPRSCTNTXUTVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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