Overview
Assets Under Management: $273 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 71
Average Client Assets: $1.9 million
Frequently Asked Questions
ATLANTA FINANCIAL ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126703), ATLANTA FINANCIAL ASSOCIATES, INC. is subject to fiduciary duty under federal law.
ATLANTA FINANCIAL ASSOCIATES, INC. is headquartered in ATLANTA, GA.
ATLANTA FINANCIAL ASSOCIATES, INC. serves 71 high-net-worth clients according to their SEC filing dated September 13, 2018. View client details ↓
According to their SEC Form ADV, ATLANTA FINANCIAL ASSOCIATES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
ATLANTA FINANCIAL ASSOCIATES, INC. manages $273 million in client assets according to their SEC filing dated September 13, 2018.
According to their SEC Form ADV, ATLANTA FINANCIAL ASSOCIATES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.54%
Average Client Assets: $1.9 million
Total Client Accounts: 1,176
Discretionary Accounts: 1,176
Regulatory Filings
CRD Number: 126703
Filing ID: 1240186
Last Filing Date: 2018-09-13 14:25:00