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Building 2JPH ADVISORY GROUP, INC.

Map pinATLANTA, GA
Phone770-859-0076
NotebookSEC #801-62265
Total AUM
$167.2M
Employees
6
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 GALLERIA PARKWAY
SUITE 1600
ATLANTA
GA 30339
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
770-859-0076

ReceiptFinancials

Total AUM
$167.2M
Accounts
782
Discretionary
$160.6M
Accounts
768
Non-Discretionary
$6.6M
Accounts
14

ContactClients

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Individual Clients
89
AUM
$41.1M
HNW Individual Clients
64
AUM
$126.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
WEALTH MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANETX

HandshakeAffiliates

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

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