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Building 2MPWM ADVISORY SOLUTIONS LLC

Map pinALPHARETTA, GA
Phone678-566-4001
NotebookSEC #801-78961
Total AUM
$326.9M
Employees
20
Clients
589

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8000 AVALON BLVD
SUITE 100
ALPHARETTA
GA 30009
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
678-566-4001
Other Offices
7

ReceiptFinancials

Total AUM
$326.9M
Accounts
1,173
Discretionary
$326.9M
Accounts
1,173
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
497
AUM
$128.7M
HNW Individual Clients
76
AUM
$181.4M
Pension/Profit Sharing Plan Clients
10
AUM
$14.2M
Charitable Organization Clients
3
AUM
$2.6M
Corporation or Business Clients
3
AUM
$82.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOFLGAILLAMANCNHNJNYSCTNTX

HandshakeAffiliates

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

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