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Building 2CAMBRIDGE WEALTH COUNSEL

Map pinATLANTA, GA
Phone(770) 506-7377
NotebookSEC #801-78948
Total AUM
$238.5M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 PERIMETER CENTER PLACE, NE
SUITE 860
ATLANTA
GA 30346
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(770) 506-7377

ReceiptFinancials

Total AUM
$238.5M
Accounts
993
Discretionary
$204M
Accounts
811
Non-Discretionary
$34.5M
Accounts
182

ContactClients

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None reported

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
FLGATXUT

HandshakeAffiliates

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

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