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Building 2BENEDICT FINANCIAL ADVISORS, INC.

Map pinATLANTA, GA
Phone770-671-8228
NotebookSEC #801-77715
Total AUM
$529.4M
Employees
7
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6000 LAKE FORREST DRIVE
SUITE 550
ATLANTA
GA 30328-5901
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
770-671-8228
Other Offices
1

ReceiptFinancials

Total AUM
$529.4M
Accounts
724
Discretionary
$529.4M
Accounts
724
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
153
AUM
$71M
HNW Individual Clients
162
AUM
$448.4M
Pension/Profit Sharing Plan Clients
1
AUM
$7.3M
Charitable Organization Clients
5
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMINCSCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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