Overview

Assets Under Management: $3.9 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 624
Average Client Assets: $2 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Clients

Number of High-Net-Worth Clients: 624
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 12,091
Discretionary Accounts: 12,091

Regulatory Filings

CRD Number: 288863
Filing ID: 1969963
Last Filing Date: 2025-03-31 17:37:00
Website: https://arkadios.com