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

Building 2BAUGH & ASSOCIATES, LLC

Map pinATLANTA, GA
Phone404-256-0268
NotebookSEC #801-64569
Total AUM
$294.2M
Employees
4
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6065 ROSWELL RD
SUITE 980
ATLANTA
GA 30328
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
404-256-0268

ReceiptFinancials

Total AUM
$294.2M
Accounts
437
Discretionary
$293M
Accounts
413
Non-Discretionary
$1.3M
Accounts
24

ContactClients

View more in analytics →

Individual Clients
105
AUM
$34M
HNW Individual Clients
55
AUM
$259.8M
Charitable Organization Clients
1
AUM
$483.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account