1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE STRATEGIC FINANCIAL ALLIANCE

Map pinATLANTA, GA
Phone678-954-4000
NotebookSEC #801-62226
Total AUM
$382M
Employees
56
Clients
1,463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 CENTURY PARKWAY
SUITE 500
ATLANTA
GA 30345
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
678-954-4000
Other Offices
23

ReceiptFinancials

Total AUM
$382M
Accounts
1,022
Discretionary
$27M
Accounts
104
Non-Discretionary
$355.1M
Accounts
918

ContactClients

View more in analytics →

Individual Clients
1,330
AUM
$221.7M
HNW Individual Clients
127
AUM
$154.4M
Corporation or Business Clients
6
AUM
$5.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

Feature requires an account