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

Building 2ADVOCACY WEALTH MANAGEMENT SERVICES, LLC

Map pinATLANTA, GA
Phone404-262-9283
NotebookSEC #801-67467
Total AUM
$85M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 ABERNATHY ROAD
500 NORTHPARK, SUITE 400
ATLANTA
GA 30328
United States
Operating Hours
9:00-5:00 EST
Monday - Friday
Phone
404-262-9283

ReceiptFinancials

Total AUM
$85M
Accounts
300
Discretionary
$85M
Accounts
300
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account