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Building 2WEST PACES ADVISORS, INC.

Map pinATLANTA, GA
Phone(404) 478-3030
NotebookSEC #801-96230
Total AUM
$1B
Employees
7
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3284 NORTHSIDE PARKWAY, N.W.
SUITE 485
ATLANTA
GA 30327
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
(404) 478-3030

ReceiptFinancials

Total AUM
$1B
Accounts
831
Discretionary
$996.5M
Accounts
828
Non-Discretionary
$9.8M
Accounts
3

ContactClients

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Individual Clients
74
AUM
$28.1M
HNW Individual Clients
177
AUM
$969.8M
Pension/Profit Sharing Plan Clients
1
AUM
$2.5M
Charitable Organization Clients
3
AUM
$6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TRUSTED ADVISOR SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNENHNYSCTNTX

HandshakeAffiliates

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

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