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Building 2STILLPOINT WEALTH MANAGEMENT, LLC

Map pinATLANTA, GA
Phone404-467-0771
NotebookSEC #801-62593
Total AUM
$532M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 E PACES FERRY ROAD
SUITE 2275
ATLANTA
GA 30326
USA
Operating Hours
8:00 AM EST TO 5:00 PM EST
Monday - Friday
Phone
404-467-0771

ReceiptFinancials

Total AUM
$532M
Accounts
863
Discretionary
$498.6M
Accounts
824
Non-Discretionary
$33.4M
Accounts
39

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAFLGAMANCNJNYPATNTXWI

HandshakeAffiliates

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

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