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Building 2EADS & HEALD WEALTH MANAGEMENT

Map pinATLANTA, GA
Phone770-988-9556
NotebookSEC #801-29263
Total AUM
$240.5M
Employees
6
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 RIVEREDGE PKWY N.W. STE 760
ATLANTA
GA 30328
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
770-988-9556

ReceiptFinancials

Total AUM
$240.5M
Accounts
229
Discretionary
$240.5M
Accounts
229
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
122
AUM
$42.9M
HNW Individual Clients
107
AUM
$181.8M
Pension/Profit Sharing Plan Clients
1
AUM
$8M
Charitable Organization Clients
1
AUM
$7.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANCNYTXVA

HandshakeAffiliates

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

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