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Building 2KAYS FINANCIAL ADVISORY CORP

Map pinATLANTA, GA
Phone770-951-9001
NotebookSEC #801-24084
Total AUM
$662.2M
Employees
16
Clients
635

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 GALLERIA PARKWAY SE
SUITE 1150
ATLANTA
GA 30339
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
770-951-9001

ReceiptFinancials

Total AUM
$662.2M
Accounts
2,009
Discretionary
$662.2M
Accounts
2,009
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
383
AUM
$189.9M
HNW Individual Clients
249
AUM
$467.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Charitable Organization Clients
1
AUM
$2.4M
Corporation or Business Clients
1
AUM
$238.3K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALANCNJSCTNTXVA

HandshakeAffiliates

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

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