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Building 2SG FINANCIAL ADVISORS, LLC

Map pinSANDY SPRINGS, GA
Phone404-459-0027
NotebookSEC #801-67524
Total AUM
$387.7M
Employees
4
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 SANDY SPRINGS CIRCLE, N.E.
SUITE 121
SANDY SPRINGS
GA 30328
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
404-459-0027

ReceiptFinancials

Total AUM
$387.7M
Accounts
976
Discretionary
$386.7M
Accounts
975
Non-Discretionary
$991.8K
Accounts
1

ContactClients

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Individual Clients
112
AUM
$345.1M
HNW Individual Clients
106
AUM
$42.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNYTX

HandshakeAffiliates

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

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