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Building 2NARWHAL CAPITAL MANAGEMENT

Map pinMARIETTA, GA
Phone(770) 344-0172
NotebookSEC #801-66563
Total AUM
$2.1B
Employees
18
Clients
365

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
531 ROSELANE STREET
SUITE 420
MARIETTA
GA 30060
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(770) 344-0172

ReceiptFinancials

Total AUM
$2.1B
Accounts
850
Discretionary
$2B
Accounts
831
Non-Discretionary
$125.9M
Accounts
19

ContactClients

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Individual Clients
223
AUM
$59.5M
HNW Individual Clients
111
AUM
$901.1M
Charitable Organization Clients
12
AUM
$79.9M
Corporation or Business Clients
19
AUM
$1B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANETNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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