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HOMRICH BERG
ATLANTA, GA
404-264-1400
SEC #801-35646Total AUM
$8.9B
Employees
125Clients
2,517Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3550 LENOX ROAD, NE
SUITE 2700
ATLANTA
GA 30326
United States
SUITE 2700
ATLANTA
GA 30326
United States
Operating Hours
M-F 8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
404-264-1400
Other Offices
4
Financials
Total AUM
$8.9B
Accounts
11,081Discretionary
$7.8B
Accounts
10,893Non-Discretionary
$1.1B
Accounts
188
Clients
Individual Clients
750AUM
$375.7M
HNW Individual Clients
1,497AUM
$6.6B
Investment Company Clients
1AUM
$209.6M
Pooled Vehicle Clients
16AUM
$404.5M
Pension/Profit Sharing Plan Clients
23AUM
$53.9M
Charitable Organization Clients
62AUM
$427.6M
Government Entity Clients
1AUM
$5.5M
Corporation or Business Clients
64AUM
$673M
Other Clients
103AUM
$223.2M
Description of Other Clients
TRUSTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCFLGAILINKYLAMAMDMIMSMTNCNENJNYOHPASCTNTXVAWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.