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Building 2PRESTON & CLEVELAND WEALTH MANAGEMENT, LLC

Map pinMCDONOUGH, GA
Phone770-898-4235
NotebookSEC #801-67724
Total AUM
$65.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1611 SOUTH ZACK HINTON PKWY.
MCDONOUGH
GA 30253
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
770-898-4235

ReceiptFinancials

Total AUM
$65.9M
Accounts
119
Discretionary
$62.2M
Accounts
115
Non-Discretionary
$3.7M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTATIONS; SPEAKING ENGAGEMENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GASC

HandshakeAffiliates

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

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