WEST PACES ADVISORS, INC.
Total AUM
$1B
Employees
7Clients
255Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3284 NORTHSIDE PARKWAY, N.W.
SUITE 485
ATLANTA
GA 30327
United States
SUITE 485
ATLANTA
GA 30327
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
(404) 478-3030
Financials
Total AUM
$1B
Accounts
831Discretionary
$996.5M
Accounts
828Non-Discretionary
$9.8M
Accounts
3
Clients
Individual Clients
74AUM
$28.1M
HNW Individual Clients
177AUM
$969.8M
Pension/Profit Sharing Plan Clients
1AUM
$2.5M
Charitable Organization Clients
3AUM
$6M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TRUSTED ADVISOR SERVICES
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGANCNENHNYSCTNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.