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Building 2ROLLINS FINANCIAL INC

Map pinATLANTA, GA
Phone404-892-7967
NotebookSEC #801-36942
Total AUM
$953.8M
Employees
10
Clients
892

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3343 PEACHTREE ROAD NE
SUITE 500
ATLANTA
GA 30326
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
404-892-7967

ReceiptFinancials

Total AUM
$953.8M
Accounts
893
Discretionary
$953.8M
Accounts
893
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
610
AUM
$219M
HNW Individual Clients
262
AUM
$708.6M
Pension/Profit Sharing Plan Clients
19
AUM
$24.6M
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAILINLAMAMDMSNCNENHNJNYOHORSCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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