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Building 2GWYNN MANAGEMENT CO

Map pinATLANTA, GA
Phone404-233-4031
NotebookSEC #801-36415
Total AUM
$262.5M
Employees
3
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 PIEDMONT CENTER, SUITE 201
3495 PIEDMONT RD., NE
ATLANTA
GA 30305-1717
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
404-233-4031

ReceiptFinancials

Total AUM
$262.5M
Accounts
285
Discretionary
$262.5M
Accounts
285
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$6.5M
HNW Individual Clients
57
AUM
$215.4M
Pension/Profit Sharing Plan Clients
1
AUM
$6.5M
Charitable Organization Clients
1
AUM
$21.5M
Corporation or Business Clients
1
AUM
$12.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GALATX

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

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