Adviser Profile
| As of Date | 11/03/2021 |
| Registration status | Terminated |
| ADV Location | ALPHARETTA, GA, United States |
| Contact Info | 678 xxxxxxx |
| Websites |
| AUM* | 278,066,148 |
| of that, discretionary | 278,066,148 |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 269,444 |
| % High Net Worth | 34.41% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
634M
544M
453M
362M
272M
181M
91M
2015
2016
2017
2018
2019
2020
2021
Private Funds
No private funds