Overview
Assets Under Management: $294 million
Headquarters: AUGUSTA, GA
High-Net-Worth Clients: 93
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 294
Discretionary Accounts: 277
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 156417
Last Filing Date: 2025-01-16 00:00:00
Website: https://apwealth.com