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

Building 2ST. JOHN & ASSOCIATES, INC.

Map pinROSWELL, GA
Phone770-642-7631
NotebookSEC #801-63817
Total AUM
$52.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 SUN VALLEY DRIVE SUITE D-3 & D-4
ROSWELL
GA 30076-1441
United States
Operating Hours
9:00AM TO 6:30PM
Monday - Friday
Phone
770-642-7631

ReceiptFinancials

Total AUM
$52.1M
Accounts
523
Discretionary
$51M
Accounts
521
Non-Discretionary
$1M
Accounts
2

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT & FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL RETAINERS

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account