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Building 2IRC WEALTH

Map pinATLANTA, GA
Phone404-968-9348
NotebookSEC #801-64349
Total AUM
$666.7M
Employees
11
Clients
374

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3050 PEACHTREE ROAD NW
SUITE 220
ATLANTA
GA 30305
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
404-968-9348

ReceiptFinancials

Total AUM
$666.7M
Accounts
1,076
Discretionary
$608.7M
Accounts
959
Non-Discretionary
$58.1M
Accounts
117

ContactClients

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Individual Clients
217
AUM
$102.4M
HNW Individual Clients
149
AUM
$529.7M
Pension/Profit Sharing Plan Clients
7
AUM
$10.7M
Corporation or Business Clients
1
AUM
$23.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMANJSCTX

HandshakeAffiliates

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

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