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Building 2SOUTHBRIDGE

Map pinATLANTA, GA
Phone(770) 333-0113
NotebookSEC #801-77550
Total AUM
$242.3M
Employees
8
Clients
322

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2727 PACES FERRY RD. SE
BUILDING TWO, SUITE 1475
ATLANTA
GA 30339
United States
Operating Hours
9:00AM-12:00PM; 1:00PM-5:00PM
Monday - Friday
Phone
(770) 333-0113
Other Offices
1

ReceiptFinancials

Total AUM
$242.3M
Accounts
678
Discretionary
$159.2M
Accounts
651
Non-Discretionary
$83.1M
Accounts
27

ContactClients

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Individual Clients
154
AUM
$80.6M
HNW Individual Clients
141
AUM
$78.6M
Pension/Profit Sharing Plan Clients
27
AUM
$83.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GATN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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