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Building 2CEDAR ROWE PARTNERS

Map pinATLANTA, GA
Phone770-622-9937
NotebookSEC #801-32023
Total AUM
$309.2M
Employees
6
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
FIVE CONCOURSE PARKWAY
SUITE 2950
ATLANTA
GA 30328
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
770-622-9937

ReceiptFinancials

Total AUM
$309.2M
Accounts
539
Discretionary
$305.6M
Accounts
531
Non-Discretionary
$3.6M
Accounts
8

ContactClients

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Individual Clients
44
AUM
$12M
HNW Individual Clients
124
AUM
$254.9M
Pooled Vehicle Clients
3
AUM
$13.1M
Pension/Profit Sharing Plan Clients
1
AUM
$20.7M
Charitable Organization Clients
1
AUM
$4.8M
Corporation or Business Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLGAILMDNCTXVAWI

HandshakeAffiliates

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

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