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Building 2CHECKS & BALANCES, INC.

Map pinATLANTA, GA
Phone404-233-0560
NotebookSEC #801-60184
Total AUM
$251.1M
Employees
1
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2675 PACES FERRY ROAD, SE
SUITE 150
ATLANTA
GA 30339
United States
Operating Hours
9:00-4:00
Monday - Friday
Phone
404-233-0560

ReceiptFinancials

Total AUM
$251.1M
Accounts
28
Discretionary
$251.1M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$420.2K
HNW Individual Clients
16
AUM
$230.3M
Charitable Organization Clients
2
AUM
$20.3M
Corporation or Business Clients
1
AUM
$18.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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