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Building 2CAPITAL RESEARCH ADVISORS, LLC

Map pinSUWANEE, GA
Phone770-925-1000
NotebookSEC #801-65240
Total AUM
$48.3M
Employees
4
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4185-B SILVER PEAK PARKWAY
SUWANEE
GA 30024
United States
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
770-925-1000

ReceiptFinancials

Total AUM
$48.3M
Accounts
107
Discretionary
$48.3M
Accounts
107
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$18.5M
HNW Individual Clients
15
AUM
$26.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Charitable Organization Clients
1
AUM
$387.8K
Investment Advisor Clients
1
AUM
$162.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAGATX

HandshakeAffiliates

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

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