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Building 2YOUR RETIREMENT COACH

Map pinMARIETTA, GA
Phone770.427.5227
NotebookSEC #801-96287
Total AUM
$377.1M
Employees
14
Clients
608

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
61 ATLANTA STREET SE
MARIETTA
GA 30060
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
770.427.5227

ReceiptFinancials

Total AUM
$377.1M
Accounts
1,460
Discretionary
$375.5M
Accounts
1,441
Non-Discretionary
$1.6M
Accounts
19

ContactClients

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Individual Clients
351
AUM
$107.5M
HNW Individual Clients
215
AUM
$266.7M
Pension/Profit Sharing Plan Clients
5
AUM
$916.8K
Charitable Organization Clients
33
AUM
$1.3M
Corporation or Business Clients
4
AUM
$586.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUCCESSION AND TRANSITION PLANNING FOR BUSINESS OWNERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGASCTX

HandshakeAffiliates

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

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