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Building 2REGISTER FINANCIAL ADVISORS, LLC

Map pinATLANTA, GA
Phone404-364-2180
NotebookSEC #801-81190
Total AUM
$488.5M
Employees
15
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3500 LENOX ROAD
SUITE 1700
ATLANTA
GA 30326
United States
Operating Hours
8:30-5PM
Monday - Friday
Phone
404-364-2180

ReceiptFinancials

Total AUM
$488.5M
Accounts
850
Discretionary
$394.6M
Accounts
687
Non-Discretionary
$93.8M
Accounts
163

ContactClients

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Individual Clients
297
AUM
$131.2M
HNW Individual Clients
136
AUM
$342.1M
Pension/Profit Sharing Plan Clients
1
AUM
$7.8M
Corporation or Business Clients
1
AUM
$7.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALCAFLGAMANCNHNJNYPASCTNTX

HandshakeAffiliates

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

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