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Building 2TARPLEY & UNDERWOOD FINANCIAL ADVISORS, LLC

Map pinATLANTA, GA
Phone770-730-5010
NotebookSEC #801-61895
Total AUM
$166.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THREE RAVINIA DRIVE
SUITE 1500
ATLANTA
GA 30346
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
770-730-5010

ReceiptFinancials

Total AUM
$166.8M
Accounts
116
Discretionary
$133.6M
Accounts
109
Non-Discretionary
$33.2M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES FOR INSURANCE REFERRALS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGA

HandshakeAffiliates

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

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