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Building 2ASSET ADVISORS CORPORATION

Map pinAUGUSTA, GA
Phone706-650-9900
NotebookSEC #801-31621
Total AUM
$822.6M
Employees
5
Clients
388

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2814-A HILLCREEK DRIVE
AUGUSTA
GA 30909-5635
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
706-650-9900

ReceiptFinancials

Total AUM
$822.6M
Accounts
878
Discretionary
$822.6M
Accounts
878
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
202
AUM
$68.3M
HNW Individual Clients
161
AUM
$670.9M
Pension/Profit Sharing Plan Clients
11
AUM
$47.7M
Charitable Organization Clients
6
AUM
$10.9M
Corporation or Business Clients
8
AUM
$24.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNHSCTX

HandshakeAffiliates

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

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