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Building 2PERSIUM ADVISORS, LLC

Map pinATLANTA, GA
Phone678-322-3000
NotebookSEC #801-71127
Total AUM
$583.6M
Employees
13
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 RIVEREDGE PARKWAY
SUITE 1230
ATLANTA
GA 30328
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
678-322-3000
Other Offices
1

ReceiptFinancials

Total AUM
$583.6M
Accounts
484
Discretionary
$583.6M
Accounts
484
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$29.6M
HNW Individual Clients
77
AUM
$362.5M
Pension/Profit Sharing Plan Clients
13
AUM
$180.1M
Charitable Organization Clients
1
AUM
$709K
Corporation or Business Clients
5
AUM
$10.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANCNYTXWA

HandshakeAffiliates

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

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