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Building 2CLEARBRIDGE WEALTH MANAGEMENT, INC

Map pinATLANTA, GA
Phone770-350-9605
NotebookSEC #801-78640
Total AUM
$275.2M
Employees
3
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7000 CENTRAL PARKWAY
SUITE 1650
ATLANTA
GA 30328
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
770-350-9605

ReceiptFinancials

Total AUM
$275.2M
Accounts
217
Discretionary
$275.2M
Accounts
217
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
82
AUM
$28.9M
HNW Individual Clients
125
AUM
$235.8M
Pension/Profit Sharing Plan Clients
8
AUM
$10.3M
Charitable Organization Clients
3
AUM
$184K

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
CAFLGANCPASCTNTX

HandshakeAffiliates

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

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