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Building 2ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP, LLC

Map pinALPHARETTA, GA
Phone770-771-5812
NotebookSEC #801-70221
Total AUM
$20.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30,000 MILL CREEK AVE, SUITE 340
ALPHARETTA
GA 30022
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Phone
770-771-5812

ReceiptFinancials

Total AUM
$20.6M
Accounts
85
Discretionary
$20.6M
Accounts
85
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GATX

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

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