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Building 2CI BRIGHTWORTH PRIVATE WEALTH

Map pinATLANTA, GA
Phone404-760-9000
NotebookSEC #801-57003
Total AUM
$5.4B
Employees
79
Clients
2,302

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3344 PEACHTREE ROAD, NE
SUITE 2000
ATLANTA
GA 30326
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
404-760-9000
Other Offices
1

ReceiptFinancials

Total AUM
$5.4B
Accounts
7,498
Discretionary
$5.4B
Accounts
7,498
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
692
AUM
$597.3M
HNW Individual Clients
1,051
AUM
$3.6B
Pension/Profit Sharing Plan Clients
507
AUM
$969.7M
Charitable Organization Clients
5
AUM
$55.1M
Corporation or Business Clients
47
AUM
$136.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACTDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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