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Building 2ADVISORY SERVICES NETWORK

Map pinATLANTA, GA
Phone770-352-0449
NotebookSEC #801-71112
Total AUM
$10.6B
Employees
268
Clients
12,919

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 ASHWOOD PARKWAY
SUITE 500
ATLANTA
GA 30338
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
770-352-0449
Other Offices
117

ReceiptFinancials

Total AUM
$10.6B
Accounts
29,663
Discretionary
$10.5B
Accounts
29,404
Non-Discretionary
$106.3M
Accounts
259

ContactClients

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Individual Clients
11,305
AUM
$6.5B
HNW Individual Clients
1,121
AUM
$3.8B
Pension/Profit Sharing Plan Clients
49
AUM
$44.1M
Charitable Organization Clients
30
AUM
$12.9M
Government Entity Clients
4
AUM
$16M
Corporation or Business Clients
410
AUM
$258.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Reported as an affiliate by 0 other businesses.

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