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Building 2BILL SPALDING WEALTH MANAGEMENT

Map pin
Phone404.255.3331
NotebookSEC #801-71902
Total AUM
$117M
Employees
2
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
Monday - Friday
Phone
404.255.3331

ReceiptFinancials

Total AUM
$117M
Accounts
233
Discretionary
$116.3M
Accounts
232
Non-Discretionary
$652K
Accounts
1

ContactClients

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Individual Clients
160
AUM
$53M
HNW Individual Clients
73
AUM
$64M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAINNCNHORSCTNTXVA

HandshakeAffiliates

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

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