Adviser Profile
| As of Date | 03/30/2020 |
| Registration status | Terminated |
| ADV Location | KENNESAW, GA, United States |
| AUM* | 18,380,883 |
| of that, discretionary | 15,414,329 |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,225,392 |
| % High Net Worth | 20.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
392M
336M
280M
224M
168M
112M
56M
2015
2016
2017
2018
2019
2020
Private Funds
No private funds