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Building 2LANIER WEALTH MANAGEMENT

Map pinGAINESVILLE, GA
Phone770-536-2742
NotebookSEC #801-62146
Total AUM
$2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
311 GREEN STREET N.W.
SUITE 408
GAINESVILLE
GA 30501
USA
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
770-536-2742

ReceiptFinancials

Total AUM
$2M
Accounts
10
Discretionary
$0
Accounts
0
Non-Discretionary
$2M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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